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HEIIX vs RLBEX
HEIIX vs RLBEX Comparison
Open Charts HEIIX vs RLBEX
Hennessy Equity and Income Institutional
Price$13.08
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R4
Price$34.50
Change+$0.21 (+0.61%)
VolumeN/A
CapitalizationN/A
HEIIX vs RLBEX Comparison Chart
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HEIIX vs. RLBEX 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 RLBEX is a Buy.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 236B vs. HEIIX (57M). RLBEX pays higher dividends than HEIIX: RLBEX (2.24) vs HEIIX (0.97). HEIIX was incepted earlier than RLBEX: HEIIX (28 years) vs RLBEX (23 years). RLBEX is a more actively managed with annual turnover of: 171.00 vs. HEIIX (11.00). RLBEX has a lower initial minimum investment than HEIIX: RLBEX (250) vs HEIIX (250000). RLBEX annual gain was more profitable for investors over the last year : 10.70 vs. HEIIX (-0.42). RLBEX return over 5 years is better than : 30.53 vs. HEIIX (-3.91).
| HEIIX | RLBEX | HEIIX / RLBEX | |
| 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 | 10.211 | -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 | 2.24 | 43% |
| Returns for 1 year | -0.42 | 10.70 | -4% |
| Returns for 3 years | -14.85 | 9.05 | -164% |
| Returns for 5 years | -3.91 | 30.53 | -13% |
| Returns for 10 years | -9.24 | 53.92 | -17% |
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