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Compare trend and price HEIFX vs RLBFX
HEIFX vs RLBFX Comparison
Open Charts HEIFX vs RLBFX
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HEIFX vs. RLBFX commentary
Dec 02, 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 RLBFX is a Buy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 203B vs. HEIFX (70.2M). RLBFX pays higher dividends than HEIFX: RLBFX (1.94) vs HEIFX (0.69). HEIFX was incepted earlier than RLBFX: HEIFX (22 years) vs RLBFX (22 years). HEIFX (1.58) is less costly to investors than RLBFX (0.30). RLBFX is a more actively managed with annual turnover of: 52.00 vs. HEIFX (15.00). 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 : 6.74 vs. HEIFX (2.05). RLBFX return over 5 years is better than : 23.18 vs. HEIFX (-1.81).
| HEIFX | RLBFX | HEIFX / RLBFX | |
| Total Expense Ratio | 1.58 | 0.30 | 527% |
| Annual Report Gross Expense Ratio | 1.58 | 0.30 | 527% |
| Fund Existence | 22 years | 22 years | - |
| Gain YTD | 7.980 | 9.975 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 70.2M | 203B | 0% |
| Annual Yield % from dividends | 0.69 | 1.94 | 36% |
| Returns for 1 year | 2.05 | 6.74 | 30% |
| Returns for 3 years | -5.28 | 7.51 | -70% |
| Returns for 5 years | -1.81 | 23.18 | -8% |
| Returns for 10 years | 1.51 | 45.35 | 3% |