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HLIEX vs RMFCX
HLIEX vs RMFCX Comparison
Open Charts HLIEX vs RMFCX
JPMorgan Equity Income I
Price$23.85
Change-$0.59 (-2.41%)
VolumeN/A
CapitalizationN/A
American Funds American Mutual R3
Price$54.22
Change-$1.42 (-2.55%)
VolumeN/A
CapitalizationN/A
HLIEX vs RMFCX Comparison Chart
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HLIEX vs. RMFCX 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 RMFCX is a Buy.
FUNDAMENTALS
Fundamentals
RMFCX has more cash in the bank: 98.7B vs. HLIEX (45.1B). HLIEX pays higher dividends than RMFCX: HLIEX (1.89) vs RMFCX (1.69). HLIEX was incepted earlier than RMFCX: HLIEX (37 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 : 12.63 vs. HLIEX (9.15). RMFCX return over 5 years is better than : 40.39 vs. HLIEX (36.39).
| HLIEX | RMFCX | HLIEX / RMFCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 37 years | 23 years | - |
| Gain YTD | 8.179 | 11.423 | 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 | 1.69 | 112% |
| Returns for 1 year | 9.15 | 12.63 | 72% |
| Returns for 3 years | 9.66 | 14.16 | 68% |
| Returns for 5 years | 36.39 | 40.39 | 90% |
| Returns for 10 years | 95.13 | 61.84 | 154% |