HEIFX
Price
$15.59
Change
-$0.03 (-0.19%)
Updated
Oct 29 closing price
RLBFX
Price
$36.39
Change
+$0.09 (+0.25%)
Updated
Oct 29 closing price
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HEIFX vs RLBFX

Header iconHEIFX vs RLBFX Comparison
Open Charts HEIFX vs RLBFXBanner chart's image
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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VS
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).
HEIFXRLBFXHEIFX / RLBFX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence23 years22 years-
Gain YTD10.95814.64775%
Front LoadN/AN/A-
Min. Initial Investment25002501,000%
Min. Initial Investment IRAN/AN/A-
Net Assets60M237B0%
Annual Yield % from dividends0.572.5023%
Returns for 1 year12.7129.1544%
Returns for 3 years-8.4113.07-64%
Returns for 5 years2.1739.236%
Returns for 10 years-0.8555.46-2%
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