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HEIFX vs RLBCX
HEIFX vs RLBCX Comparison
Open Charts HEIFX vs RLBCX
Hennessy Equity and Income Investor
Price$15.96
Change+$0.01 (+0.06%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R3
Price$36.39
Change-$0.05 (-0.14%)
VolumeN/A
CapitalizationN/A
HEIFX vs RLBCX Comparison Chart
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HEIFX vs. RLBCX commentary
Nov 14, 2024
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is HEIFX is a Buy and RLBCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 240B vs. HEIFX (60.7M). RLBCX pays higher dividends than HEIFX: RLBCX (1.98) vs HEIFX (0.57). HEIFX was incepted earlier than RLBCX: HEIFX (23 years) vs RLBCX (22 years). RLBCX is a more actively managed with annual turnover of: 171.00 vs. HEIFX (11.00). RLBCX has a lower initial minimum investment than HEIFX: RLBCX (250) vs HEIFX (2500). RLBCX annual gain was more profitable for investors over the last year : 24.39 vs. HEIFX (10.64). RLBCX return over 5 years is better than : 36.09 vs. HEIFX (3.01).
| HEIFX | RLBCX | HEIFX / RLBCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 22 years | - |
| Gain YTD | 13.302 | 15.459 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 60.7M | 240B | 0% |
| Annual Yield % from dividends | 0.57 | 1.98 | 29% |
| Returns for 1 year | 10.64 | 24.39 | 44% |
| Returns for 3 years | -7.65 | 11.32 | -68% |
| Returns for 5 years | 3.01 | 36.09 | 8% |
| Returns for 10 years | 0.11 | 50.87 | 0% |