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HEIFX vs RLBEX
HEIFX vs RLBEX Comparison
Open Charts HEIFX vs RLBEX
Hennessy Equity and Income Investor
Price$15.96
Change+$0.01 (+0.06%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R4
Price$36.56
Change-$0.05 (-0.14%)
VolumeN/A
CapitalizationN/A
HEIFX vs RLBEX Comparison Chart
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HEIFX vs. RLBEX 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 RLBEX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 240B vs. HEIFX (60.7M). RLBEX pays higher dividends than HEIFX: RLBEX (2.24) vs HEIFX (0.57). HEIFX was incepted earlier than RLBEX: HEIFX (23 years) vs RLBEX (22 years). RLBEX is a more actively managed with annual turnover of: 171.00 vs. HEIFX (11.00). 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 : 24.74 vs. HEIFX (10.64). RLBEX return over 5 years is better than : 38.53 vs. HEIFX (3.01).
| HEIFX | RLBEX | HEIFX / RLBEX | |
| 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 | 15.735 | 85% |
| 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 | 2.24 | 25% |
| Returns for 1 year | 10.64 | 24.74 | 43% |
| Returns for 3 years | -7.65 | 12.07 | -63% |
| Returns for 5 years | 3.01 | 38.53 | 8% |
| Returns for 10 years | 0.11 | 55.31 | 0% |
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