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HEIFX vs RLBEX
HEIFX vs RLBEX Comparison
Open Charts HEIFX vs RLBEX
Hennessy Equity and Income Investor
Price$14.72
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets44.16M
American Funds American Balanced R4
Price$39.67
Change+$0.07 (+0.18%)
VolumeN/A
Net Assets268.94B
HEIFX vs RLBEX Comparison Chart in %
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HEIFX vs. RLBEX commentary
Dec 03, 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 Buy and RLBEX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 269B vs. HEIFX (44.2M). RLBEX pays higher dividends than HEIFX: RLBEX (1.68) vs HEIFX (0.43). HEIFX was incepted earlier than RLBEX: HEIFX (24 years) vs RLBEX (23 years). HEIFX (1.55) is less costly to investors than RLBEX (0.59). RLBEX is a more actively managed with annual turnover of: 44.00 vs. HEIFX (16.00). RLBEX has a lower initial minimum investment than HEIFX: RLBEX (250) vs HEIFX (2500). RLBEX annual gain was more profitable for investors over the last year : 9.48 vs. HEIFX (-8.57). RLBEX return over 5 years is better than : 39.31 vs. HEIFX (-7.09).
| HEIFX | RLBEX | HEIFX / RLBEX | |
| Total Expense Ratio | 1.55 | 0.59 | 263% |
| Annual Report Gross Expense Ratio | 1.55 | 0.59 | 263% |
| Fund Existence | 24 years | 23 years | - |
| Gain YTD | 6.390 | 16.780 | 38% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 44.2M | 269B | 0% |
| Annual Yield % from dividends | 0.43 | 1.68 | 25% |
| Returns for 1 year | -8.57 | 9.48 | -90% |
| Returns for 3 years | 0.52 | 40.43 | 1% |
| Returns for 5 years | -7.09 | 39.31 | -18% |
| Returns for 10 years | -3.75 | 76.99 | -5% |
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