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HEIIX vs RLBBX
HEIIX vs RLBBX Comparison
Open Charts HEIIX vs RLBBX
Hennessy Equity and Income Institutional
Price$13.08
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R2
Price$34.28
Change+$0.20 (+0.59%)
VolumeN/A
CapitalizationN/A
HEIIX vs RLBBX Comparison Chart
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HEIIX vs. RLBBX commentary
Dec 24, 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 Buy.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 236B vs. HEIIX (57M). RLBBX pays higher dividends than HEIIX: RLBBX (1.58) vs HEIIX (0.97). HEIIX was incepted earlier than RLBBX: HEIIX (28 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 : 9.84 vs. HEIIX (-0.42). RLBBX return over 5 years is better than : 26.53 vs. HEIIX (-3.91).
| HEIIX | RLBBX | HEIIX / RLBBX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 28 years | 23 years | - |
| Gain YTD | -0.594 | 9.389 | -6% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 57M | 236B | 0% |
| Annual Yield % from dividends | 0.97 | 1.58 | 61% |
| Returns for 1 year | -0.42 | 9.84 | -4% |
| Returns for 3 years | -14.85 | 7.28 | -204% |
| Returns for 5 years | -3.91 | 26.53 | -15% |
| Returns for 10 years | -9.24 | 46.03 | -20% |
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