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HEIFX vs RLBCX
HEIFX vs RLBCX Comparison
Open Charts HEIFX vs RLBCX
Hennessy Equity and Income Investor
Price$14.06
Change+$0.05 (+0.36%)
VolumeN/A
Net Assets56.54M
American Funds American Balanced R3
Price$34.77
Change+$0.21 (+0.61%)
VolumeN/A
Net Assets240.18B
HEIFX vs RLBCX Comparison Chart
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HEIFX vs. RLBCX commentary
Jan 19, 2025
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 Hold and RLBCX is a Buy.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 240B vs. HEIFX (56.5M). RLBCX pays higher dividends than HEIFX: RLBCX (1.98) vs HEIFX (0.57). HEIFX was incepted earlier than RLBCX: HEIFX (23 years) vs RLBCX (23 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 : 11.92 vs. HEIFX (0.41). RLBCX return over 5 years is better than : 28.12 vs. HEIFX (-6.49).
| HEIFX | RLBCX | HEIFX / RLBCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 23 years | - |
| Gain YTD | 1.224 | 1.935 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 56.5M | 240B | 0% |
| Annual Yield % from dividends | 0.57 | 1.98 | 29% |
| Returns for 1 year | 0.41 | 11.92 | 3% |
| Returns for 3 years | -13.07 | 11.58 | -113% |
| Returns for 5 years | -6.49 | 28.12 | -23% |
| Returns for 10 years | -9.81 | 53.41 | -18% |
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