Interact to see
Advertisement
Advertisement
HLEIX vs RWMFX
HLEIX vs RWMFX Comparison
Open Charts HLEIX vs RWMFX
HLEIX vs RWMFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HLEIX vs. RWMFX commentary
Aug 03, 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 HLEIX is a Buy and RWMFX is a Buy.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 219B vs. HLEIX (13.8B). RWMFX pays higher dividends than HLEIX: RWMFX (1.42) vs HLEIX (0.90). HLEIX was incepted earlier than RWMFX: HLEIX (35 years) vs RWMFX (24 years). HLEIX (0.37) is less costly to investors than RWMFX (0.31). RWMFX is a more actively managed with annual turnover of: 29.00 vs. HLEIX (12.00). RWMFX has a lower initial minimum investment than HLEIX: RWMFX (250) vs HLEIX (1000000). HLEIX annual gain was more profitable for investors over the last year : 19.12 vs. RWMFX (7.01). HLEIX return over 5 years is better than : 75.94 vs. RWMFX (28.79).
| HLEIX | RWMFX | HLEIX / RWMFX | |
| Total Expense Ratio | 0.20 | 0.31 | 65% |
| Annual Report Gross Expense Ratio | 0.37 | 0.31 | 119% |
| Fund Existence | 35 years | 24 years | - |
| Gain YTD | 10.001 | 5.018 | 199% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.8B | 219B | 6% |
| Annual Yield % from dividends | 0.90 | 1.42 | 63% |
| Returns for 1 year | 19.12 | 7.01 | 273% |
| Returns for 3 years | 69.06 | 28.01 | 247% |
| Returns for 5 years | 75.94 | 28.79 | 264% |
| Returns for 10 years | 248.87 | 80.69 | 308% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| BCEMX | 33.34 | 0.31 | +0.94% |
| Boston Common ESG Impact Em Mkts | |||
| FSENX | 85.94 | 0.70 | +0.82% |
| Fidelity Select Energy Portfolio | |||
| BIAUX | 32.33 | 0.06 | +0.19% |
| Brown Advisory Small-Cap Fdmtl Val Inv | |||
| GSIMX | 24.30 | N/A | N/A |
| Goldman Sachs GQG Ptnrs Intl Opps Instl | |||
| HSCCX | 3.10 | -0.01 | -0.32% |
| Carillon Eagle Small Cap Growth C | |||