Ad is loading...
HLIEX vs RMEBX
HLIEX vs RMEBX Comparison
Open Charts HLIEX vs RMEBX
JPMorgan Equity Income I
Price$23.85
Change-$0.59 (-2.41%)
VolumeN/A
CapitalizationN/A
American Funds American Mutual R2E
Price$54.53
Change-$1.42 (-2.54%)
VolumeN/A
CapitalizationN/A
HLIEX vs RMEBX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
HLIEX vs. RMEBX commentary
Dec 19, 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 HLIEX is a Sell and RMEBX is a Buy.
FUNDAMENTALS
Fundamentals
RMEBX has more cash in the bank: 98.7B vs. HLIEX (45.1B). HLIEX pays higher dividends than RMEBX: HLIEX (1.89) vs RMEBX (1.54). HLIEX was incepted earlier than RMEBX: HLIEX (37 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 : 12.51 vs. HLIEX (9.15). RMEBX return over 5 years is better than : 39.44 vs. HLIEX (36.39).
| HLIEX | RMEBX | HLIEX / RMEBX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 37 years | 10 years | - |
| Gain YTD | 8.179 | 11.313 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 45.1B | 98.7B | 46% |
| Annual Yield % from dividends | 1.89 | 1.54 | 123% |
| Returns for 1 year | 9.15 | 12.51 | 73% |
| Returns for 3 years | 9.66 | 13.70 | 71% |
| Returns for 5 years | 36.39 | 39.44 | 92% |
| Returns for 10 years | 95.13 | 60.50 | 157% |