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HEIFX vs RLEFX
HEIFX vs RLEFX Comparison
Open Charts HEIFX vs RLEFX
Hennessy Equity and Income Investor
Price$14.24
Change-$0.01 (-0.07%)
VolumeN/A
Net Assets48.59M
American Funds American Balanced R5E
Price$36.84
Change+$0.04 (+0.11%)
VolumeN/A
Net Assets252.32B
HEIFX vs RLEFX Comparison Chart in %
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HEIFX vs. RLEFX commentary
Jul 16, 2025
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 RLEFX is a Buy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 252B vs. HEIFX (48.6M). RLEFX pays higher dividends than HEIFX: RLEFX (2.01) vs HEIFX (0.51). HEIFX was incepted earlier than RLEFX: HEIFX (24 years) vs RLEFX (10 years). HEIFX (1.55) is less costly to investors than RLEFX (0.39). RLEFX is a more actively managed with annual turnover of: 44.00 vs. HEIFX (16.00). 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 : 6.72 vs. HEIFX (-4.21). RLEFX return over 5 years is better than : 40.15 vs. HEIFX (-1.62).
| HEIFX | RLEFX | HEIFX / RLEFX | |
| Total Expense Ratio | 1.55 | 0.39 | 397% |
| Annual Report Gross Expense Ratio | 1.55 | 0.39 | 397% |
| Fund Existence | 24 years | 10 years | - |
| Gain YTD | 2.925 | 8.164 | 36% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 48.6M | 252B | 0% |
| Annual Yield % from dividends | 0.51 | 2.01 | 25% |
| Returns for 1 year | -4.21 | 6.72 | -63% |
| Returns for 3 years | 1.12 | 36.14 | 3% |
| Returns for 5 years | -1.62 | 40.15 | -4% |
| Returns for 10 years | -8.68 | N/A | - |
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