Ad is loading...
HEIIX
Price
$15.04
Change
+$0.09 (+0.60%)
Updated
Nov 22 closing price
RLBBX
Price
$36.20
Change
+$0.11 (+0.30%)
Updated
Nov 22 closing price
Ad is loading...

HEIIX vs RLBBX

Header iconHEIIX vs RLBBX Comparison
Open Charts HEIIX vs RLBBXBanner chart's image
Hennessy Equity and Income Institutional
Price$15.04
Change+$0.09 (+0.60%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R2
Price$36.20
Change+$0.11 (+0.30%)
VolumeN/A
CapitalizationN/A
HEIIX vs RLBBX Comparison Chart
Loading...
View a ticker or compare two or three
VS
HEIIX vs. RLBBX commentary
Nov 23, 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 Buy and RLBBX is a StrongBuy.

FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 238B vs. HEIIX (70.3M). RLBBX pays higher dividends than HEIIX: RLBBX (1.58) vs HEIIX (0.97). HEIIX was incepted earlier than RLBBX: HEIIX (27 years) vs RLBBX (23 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 : 19.87 vs. HEIIX (8.19). RLBBX return over 5 years is better than : 32.31 vs. HEIIX (4.42).
HEIIXRLBBXHEIIX / RLBBX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence27 years23 years-
Gain YTD13.61714.16896%
Front LoadN/AN/A-
Min. Initial Investment250000250100,000%
Min. Initial Investment IRAN/AN/A-
Net Assets70.3M238B0%
Annual Yield % from dividends0.971.5861%
Returns for 1 year8.1919.8741%
Returns for 3 years-6.7710.28-66%
Returns for 5 years4.4232.3114%
Returns for 10 years1.4244.943%
View a ticker or compare two or three
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
STOCK / NAMEPrice $Chg $Chg %
NRP106.752.73
+2.62%
Natural Resource Partners LP
PPTA9.800.17
+1.77%
Perpetua Resources Corp
CVE16.200.04
+0.25%
Cenovus Energy
AACG1.01-0.01
-0.98%
ATA Creativity Global
BHVN45.19-1.64
-3.50%
Biohaven Ltd