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HLIEX vs RMEBX
HLIEX vs RMEBX Comparison
Open Charts HLIEX vs RMEBX
JPMorgan Equity Income I
Price$23.55
Change-$1.05 (-4.27%)
VolumeN/A
Net Assets44.06B
American Funds American Mutual R2E
Price$54.45
Change-$1.82 (-3.23%)
VolumeN/A
Net Assets102.75B
HLIEX vs RMEBX Comparison Chart
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HLIEX vs. RMEBX commentary
Apr 04, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
RMEBX has more cash in the bank: 103B vs. HLIEX (44.1B). HLIEX pays higher dividends than RMEBX: HLIEX (1.75) vs RMEBX (1.18). HLIEX was incepted earlier than RMEBX: HLIEX (38 years) vs RMEBX (11 years). RMEBX (1.07) is less costly to investors than HLIEX (0.70). RMEBX is a more actively managed with annual turnover of: 31.00 vs. HLIEX (20.00). 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 : 6.63 vs. HLIEX (3.39). HLIEX return over 5 years is better than : 86.97 vs. RMEBX (74.87).
| HLIEX | RMEBX | HLIEX / RMEBX | |
| Total Expense Ratio | 0.70 | 1.07 | 65% |
| Annual Report Gross Expense Ratio | 0.70 | 1.07 | 65% |
| Fund Existence | 38 years | 11 years | - |
| Gain YTD | 3.216 | 2.774 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 44.1B | 103B | 43% |
| Annual Yield % from dividends | 1.75 | 1.18 | 148% |
| Returns for 1 year | 3.39 | 6.63 | 51% |
| Returns for 3 years | 7.82 | 11.00 | 71% |
| Returns for 5 years | 86.97 | 74.87 | 116% |
| Returns for 10 years | 98.26 | 63.22 | 155% |
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