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HLIEX vs RMEBX
HLIEX vs RMEBX Comparison
Open Charts HLIEX vs RMEBX
JPMorgan Equity Income I
Price$25.13
Change-$0.30 (-1.18%)
VolumeN/A
Net Assets45.58B
American Funds American Mutual R2E
Price$57.54
Change-$0.62 (-1.07%)
VolumeN/A
Net Assets105.48B
HLIEX vs RMEBX Comparison Chart
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HLIEX vs. RMEBX commentary
Feb 23, 2025
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 HLIEX is a Hold and RMEBX is a Buy.
FUNDAMENTALS
Fundamentals
RMEBX has more cash in the bank: 105B vs. HLIEX (45.6B). HLIEX pays higher dividends than RMEBX: HLIEX (1.89) vs RMEBX (1.54). HLIEX was incepted earlier than RMEBX: HLIEX (38 years) vs RMEBX (10 years). RMEBX is a more actively managed with annual turnover of: 25.00 vs. HLIEX (8.00). RMEBX has a lower initial minimum investment than HLIEX: RMEBX (250) vs HLIEX (1000000). RMEBX annual gain was more profitable for investors over the last year : 10.88 vs. HLIEX (8.51). RMEBX return over 5 years is better than : 40.75 vs. HLIEX (38.07).
| HLIEX | RMEBX | HLIEX / RMEBX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 38 years | 10 years | - |
| Gain YTD | 5.100 | 4.809 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 45.6B | 105B | 43% |
| Annual Yield % from dividends | 1.89 | 1.54 | 123% |
| Returns for 1 year | 8.51 | 10.88 | 78% |
| Returns for 3 years | 13.01 | 19.18 | 68% |
| Returns for 5 years | 38.07 | 40.75 | 93% |
| Returns for 10 years | 98.13 | 63.29 | 155% |
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