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HEIFX vs RLEFX
HEIFX vs RLEFX Comparison
Open Charts HEIFX vs RLEFX
Hennessy Equity and Income Investor
Price$15.45
Change-$0.10 (-0.64%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R5E
Price$36.10
Change+$0.03 (+0.08%)
VolumeN/A
CapitalizationN/A
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HEIFX vs RLEFX Comparison Chart
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HEIFX vs. RLEFX commentary
Sep 21, 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 StrongBuy and RLEFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 236B vs. HEIFX (60.9M). RLEFX pays higher dividends than HEIFX: RLEFX (2.42) vs HEIFX (0.57). HEIFX was incepted earlier than RLEFX: HEIFX (23 years) vs RLEFX (9 years). RLEFX is a more actively managed with annual turnover of: 171.00 vs. HEIFX (11.00). RLEFX has a lower initial minimum investment than HEIFX: RLEFX (250) vs HEIFX (2500). RLEFX annual gain was more profitable for investors over the last year : 24.64 vs. HEIFX (4.44). RLEFX return over 5 years is better than : 40.23 vs. HEIFX (2.34).
| HEIFX | RLEFX | HEIFX / RLEFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 9 years | - |
| Gain YTD | 9.605 | 14.180 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 60.9M | 236B | 0% |
| Annual Yield % from dividends | 0.57 | 2.42 | 24% |
| Returns for 1 year | 4.44 | 24.64 | 18% |
| Returns for 3 years | -8.11 | 15.33 | -53% |
| Returns for 5 years | 2.34 | 40.23 | 6% |
| Returns for 10 years | -1.71 | N/A | - |
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