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HEIIX vs RLBCX
HEIIX vs RLBCX Comparison
Open Charts HEIIX vs RLBCX
Hennessy Equity and Income Institutional
Price$13.08
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R3
Price$34.34
Change+$0.20 (+0.59%)
VolumeN/A
CapitalizationN/A
HEIIX vs RLBCX Comparison Chart
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HEIIX vs. RLBCX 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 RLBCX is a Buy.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 236B vs. HEIIX (57M). RLBCX pays higher dividends than HEIIX: RLBCX (1.98) vs HEIIX (0.97). HEIIX was incepted earlier than RLBCX: HEIIX (28 years) vs RLBCX (23 years). RLBCX is a more actively managed with annual turnover of: 171.00 vs. HEIIX (11.00). RLBCX has a lower initial minimum investment than HEIIX: RLBCX (250) vs HEIIX (250000). RLBCX annual gain was more profitable for investors over the last year : 10.32 vs. HEIIX (-0.42). RLBCX return over 5 years is better than : 28.85 vs. HEIIX (-3.91).
| HEIIX | RLBCX | HEIIX / RLBCX | |
| 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 | 9.873 | -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 | 1.98 | 49% |
| Returns for 1 year | -0.42 | 10.32 | -4% |
| Returns for 3 years | -14.85 | 8.30 | -179% |
| Returns for 5 years | -3.91 | 28.85 | -14% |
| Returns for 10 years | -9.24 | 49.43 | -19% |
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