HEIFX
Price
$13.80
Change
-$0.01 (-0.07%)
Updated
Dec 8, 6:59 PM EST
RLBCX
Price
$30.97
Change
+$0.05 (+0.16%)
Updated
Dec 8, 6:59 PM EST
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Compare predictions HEIFX vs RLBCX

Header iconHEIFX vs RLBCX Comparison
Open Charts HEIFX vs RLBCXBanner chart's image
Hennessy Equity and Income Investor
Price$13.80
Change-$0.01 (-0.07%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R3
Price$30.97
Change+$0.05 (+0.16%)
VolumeN/A
CapitalizationN/A
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HEIFX vs RLBCX Comparison Chart

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VS
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).
HEIFXRLBCXHEIFX / RLBCX
Total Expense Ratio1.580.90176%
Annual Report Gross Expense Ratio1.580.90176%
Fund Existence22 years22 years-
Gain YTD-1.0549.164-12%
Front LoadN/AN/A-
Min. Initial Investment25002501,000%
Min. Initial Investment IRA250N/A-
Net Assets64.7M203B0%
Annual Yield % from dividends0.651.2652%
Returns for 1 year-2.497.18-35%
Returns for 3 years-8.754.20-208%
Returns for 5 years-0.1522.49-1%
Returns for 10 years-4.2139.04-11%
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