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Analysis and predictions HEIFX vs RLBEX
HEIFX vs RLBEX Comparison
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HEIFX vs. RLBEX commentary
Dec 01, 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 RLBEX is a Buy.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 202B vs. HEIFX (70.2M). RLBEX pays higher dividends than HEIFX: RLBEX (1.64) vs HEIFX (0.69). HEIFX was incepted earlier than RLBEX: HEIFX (22 years) vs RLBEX (21 years). HEIFX (1.58) is less costly to investors than RLBEX (0.60). RLBEX is a more actively managed with annual turnover of: 52.00 vs. HEIFX (15.00). 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 : 5.90 vs. HEIFX (1.51). RLBEX return over 5 years is better than : 22.34 vs. HEIFX (-2.53).
| HEIFX | RLBEX | HEIFX / RLBEX | |
| Total Expense Ratio | 1.58 | 0.60 | 263% |
| Annual Report Gross Expense Ratio | 1.58 | 0.60 | 263% |
| Fund Existence | 22 years | 21 years | - |
| Gain YTD | 7.191 | 8.910 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 70.2M | 202B | 0% |
| Annual Yield % from dividends | 0.69 | 1.64 | 42% |
| Returns for 1 year | 1.51 | 5.90 | 26% |
| Returns for 3 years | -5.09 | 6.55 | -78% |
| Returns for 5 years | -2.53 | 22.34 | -11% |
| Returns for 10 years | 0.45 | 42.74 | 1% |
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