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HEIFX vs RLBFX
HEIFX vs RLBFX Comparison
Open Charts HEIFX vs RLBFX
Hennessy Equity and Income Investor
Price$15.59
Change-$0.03 (-0.19%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R5
Price$36.39
Change+$0.09 (+0.25%)
VolumeN/A
CapitalizationN/A
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HEIFX vs RLBFX Comparison Chart
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HEIFX vs. RLBFX commentary
Oct 30, 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 RLBFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 237B vs. HEIFX (60M). RLBFX pays higher dividends than HEIFX: RLBFX (2.50) vs HEIFX (0.57). HEIFX was incepted earlier than RLBFX: HEIFX (23 years) vs RLBFX (22 years). RLBFX is a more actively managed with annual turnover of: 171.00 vs. HEIFX (11.00). RLBFX has a lower initial minimum investment than HEIFX: RLBFX (250) vs HEIFX (2500). RLBFX annual gain was more profitable for investors over the last year : 29.15 vs. HEIFX (12.71). RLBFX return over 5 years is better than : 39.23 vs. HEIFX (2.17).
| HEIFX | RLBFX | HEIFX / RLBFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 22 years | - |
| Gain YTD | 10.958 | 14.647 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 60M | 237B | 0% |
| Annual Yield % from dividends | 0.57 | 2.50 | 23% |
| Returns for 1 year | 12.71 | 29.15 | 44% |
| Returns for 3 years | -8.41 | 13.07 | -64% |
| Returns for 5 years | 2.17 | 39.23 | 6% |
| Returns for 10 years | -0.85 | 55.46 | -2% |
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