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HEIIX vs RLBFX
HEIIX vs RLBFX Comparison
Open Charts HEIIX vs RLBFX
HEIIX vs RLBFX Comparison Chart in %
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HEIIX vs. RLBFX commentary
Sep 20, 2026
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 StrongBuy and RLBFX is a Hold.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 285B vs. HEIIX (36.9M). RLBFX pays higher dividends than HEIIX: RLBFX (2.03) vs HEIIX (0.91). HEIIX was incepted earlier than RLBFX: HEIIX (29 years) vs RLBFX (24 years). HEIIX (1.26) is less costly to investors than RLBFX (0.30). RLBFX is a more actively managed with annual turnover of: 50.00 vs. HEIIX (27.00). RLBFX has a lower initial minimum investment than HEIIX: RLBFX (250) vs HEIIX (250000). RLBFX annual gain was more profitable for investors over the last year : 6.26 vs. HEIIX (-3.79). RLBFX return over 5 years is better than : 32.85 vs. HEIIX (-14.55).
| HEIIX | RLBFX | HEIIX / RLBFX | |
| Total Expense Ratio | 1.26 | 0.30 | 420% |
| Annual Report Gross Expense Ratio | 1.26 | 0.30 | 420% |
| Fund Existence | 29 years | 24 years | - |
| Gain YTD | 6.464 | 8.181 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 36.9M | 285B | 0% |
| Annual Yield % from dividends | 0.91 | 2.03 | 45% |
| Returns for 1 year | -3.79 | 6.26 | -61% |
| Returns for 3 years | -3.15 | 42.53 | -7% |
| Returns for 5 years | -14.55 | 32.85 | -44% |
| Returns for 10 years | -3.11 | 87.26 | -4% |
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