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Compare predictions HEIFX vs RLBCX
HEIFX vs RLBCX Comparison
Open Charts HEIFX vs RLBCX
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HEIFX vs RLBCX Comparison Chart
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HEIFX vs. RLBCX commentary
Dec 09, 2023
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 Buy.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 203B vs. HEIFX (64.7M). RLBCX pays higher dividends than HEIFX: RLBCX (1.26) vs HEIFX (0.65). HEIFX was incepted earlier than RLBCX: HEIFX (22 years) vs RLBCX (22 years). HEIFX (1.58) is less costly to investors than RLBCX (0.90). RLBCX is a more actively managed with annual turnover of: 52.00 vs. HEIFX (15.00). 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 : 7.18 vs. HEIFX (-2.49). RLBCX return over 5 years is better than : 22.49 vs. HEIFX (-0.15).
| HEIFX | RLBCX | HEIFX / RLBCX | |
| Total Expense Ratio | 1.58 | 0.90 | 176% |
| Annual Report Gross Expense Ratio | 1.58 | 0.90 | 176% |
| Fund Existence | 22 years | 22 years | - |
| Gain YTD | -1.054 | 9.164 | -12% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 64.7M | 203B | 0% |
| Annual Yield % from dividends | 0.65 | 1.26 | 52% |
| Returns for 1 year | -2.49 | 7.18 | -35% |
| Returns for 3 years | -8.75 | 4.20 | -208% |
| Returns for 5 years | -0.15 | 22.49 | -1% |
| Returns for 10 years | -4.21 | 39.04 | -11% |
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