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HEIFX vs RLBEX
HEIFX vs RLBEX Comparison
Open Charts HEIFX vs RLBEX
Hennessy Equity and Income Investor
Price$14.33
Change-$0.11 (-0.76%)
VolumeN/A
Net Assets56.09M
American Funds American Balanced R4
Price$35.26
Change-$0.35 (-0.98%)
VolumeN/A
Net Assets242.17B
HEIFX vs RLBEX Comparison Chart
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HEIFX vs. RLBEX commentary
Feb 23, 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 StrongBuy and RLBEX is a Hold.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 242B vs. HEIFX (56.1M). RLBEX pays higher dividends than HEIFX: RLBEX (2.24) vs HEIFX (0.57). HEIFX was incepted earlier than RLBEX: HEIFX (23 years) vs RLBEX (23 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 : 9.22 vs. HEIFX (-0.22). RLBEX return over 5 years is better than : 30.07 vs. HEIFX (-4.08).
| HEIFX | RLBEX | HEIFX / RLBEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 23 years | - |
| Gain YTD | 3.168 | 2.889 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 56.1M | 242B | 0% |
| Annual Yield % from dividends | 0.57 | 2.24 | 25% |
| Returns for 1 year | -0.22 | 9.22 | -2% |
| Returns for 3 years | -6.12 | 17.55 | -35% |
| Returns for 5 years | -4.08 | 30.07 | -14% |
| Returns for 10 years | -10.15 | 54.52 | -19% |
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