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HEIIX
Price
$15.04
Change
+$0.09 (+0.60%)
Updated
Nov 22 closing price
RLBCX
Price
$36.29
Change
+$0.11 (+0.30%)
Updated
Nov 22 closing price
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HEIIX vs RLBCX

Header iconHEIIX vs RLBCX Comparison
Open Charts HEIIX vs RLBCXBanner chart's image
Hennessy Equity and Income Institutional
Price$15.04
Change+$0.09 (+0.60%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R3
Price$36.29
Change+$0.11 (+0.30%)
VolumeN/A
CapitalizationN/A
HEIIX vs RLBCX Comparison Chart
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HEIIX vs. RLBCX 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 RLBCX is a StrongBuy.

FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 238B vs. HEIIX (70.3M). RLBCX pays higher dividends than HEIIX: RLBCX (1.98) vs HEIIX (0.97). HEIIX was incepted earlier than RLBCX: HEIIX (27 years) vs RLBCX (22 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 : 20.40 vs. HEIIX (8.19). RLBCX return over 5 years is better than : 34.64 vs. HEIIX (4.42).
HEIIXRLBCXHEIIX / RLBCX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence27 years22 years-
Gain YTD13.61714.63593%
Front LoadN/AN/A-
Min. Initial Investment250000250100,000%
Min. Initial Investment IRAN/AN/A-
Net Assets70.3M238B0%
Annual Yield % from dividends0.971.9849%
Returns for 1 year8.1920.4040%
Returns for 3 years-6.7711.35-60%
Returns for 5 years4.4234.6413%
Returns for 10 years1.4248.373%
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