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HEIIX vs RLBBX
HEIIX vs RLBBX Comparison
Open Charts HEIIX vs RLBBX
Hennessy Equity and Income Institutional
Price$14.60
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R2
Price$35.83
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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HEIIX vs RLBBX Comparison Chart
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HEIIX vs. RLBBX 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 HEIIX is a StrongBuy and RLBBX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 234B vs. HEIIX (60.6M). RLBBX pays higher dividends than HEIIX: RLBBX (1.58) vs HEIIX (0.97). HEIIX was incepted earlier than RLBBX: HEIIX (27 years) vs RLBBX (22 years). RLBBX is a more actively managed with annual turnover of: 171.00 vs. HEIIX (11.00). RLBBX has a lower initial minimum investment than HEIIX: RLBBX (250) vs HEIIX (250000). RLBBX annual gain was more profitable for investors over the last year : 20.06 vs. HEIIX (4.87). RLBBX return over 5 years is better than : 33.45 vs. HEIIX (3.75).
| HEIIX | RLBBX | HEIIX / RLBBX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 27 years | 22 years | - |
| Gain YTD | 9.929 | 12.143 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 60.6M | 234B | 0% |
| Annual Yield % from dividends | 0.97 | 1.58 | 61% |
| Returns for 1 year | 4.87 | 20.06 | 24% |
| Returns for 3 years | -7.47 | 10.53 | -71% |
| Returns for 5 years | 3.75 | 33.45 | 11% |
| Returns for 10 years | 0.63 | 44.86 | 1% |
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