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HLIEX vs RMFCX
HLIEX vs RMFCX Comparison
Open Charts HLIEX vs RMFCX
JPMorgan Equity Income I
Price$25.13
Change-$0.30 (-1.18%)
VolumeN/A
Net Assets45.58B
American Funds American Mutual R3
Price$57.23
Change-$0.62 (-1.07%)
VolumeN/A
Net Assets105.48B
HLIEX vs RMFCX Comparison Chart
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HLIEX vs. RMFCX 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 RMFCX is a Buy.
FUNDAMENTALS
Fundamentals
RMFCX has more cash in the bank: 105B vs. HLIEX (45.6B). HLIEX pays higher dividends than RMFCX: HLIEX (1.89) vs RMFCX (1.69). HLIEX was incepted earlier than RMFCX: HLIEX (38 years) vs RMFCX (23 years). RMFCX is a more actively managed with annual turnover of: 25.00 vs. HLIEX (8.00). RMFCX has a lower initial minimum investment than HLIEX: RMFCX (250) vs HLIEX (1000000). RMFCX annual gain was more profitable for investors over the last year : 11.03 vs. HLIEX (8.51). RMFCX return over 5 years is better than : 41.75 vs. HLIEX (38.07).
| HLIEX | RMFCX | HLIEX / RMFCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 38 years | 23 years | - |
| Gain YTD | 5.100 | 4.836 | 105% |
| 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 | 1.69 | 112% |
| Returns for 1 year | 8.51 | 11.03 | 77% |
| Returns for 3 years | 13.01 | 19.69 | 66% |
| Returns for 5 years | 38.07 | 41.75 | 91% |
| Returns for 10 years | 98.13 | 64.83 | 151% |
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