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HLIEX vs RMFCX
HLIEX vs RMFCX Comparison
Open Charts HLIEX vs RMFCX
JPMorgan Equity Income I
Price$23.55
Change-$1.05 (-4.27%)
VolumeN/A
Net Assets44.06B
American Funds American Mutual R3
Price$54.14
Change-$1.81 (-3.24%)
VolumeN/A
Net Assets102.75B
HLIEX vs RMFCX Comparison Chart
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HLIEX vs. RMFCX 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 RMFCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RMFCX has more cash in the bank: 103B vs. HLIEX (44.1B). HLIEX pays higher dividends than RMFCX: HLIEX (1.75) vs RMFCX (1.34). HLIEX was incepted earlier than RMFCX: HLIEX (38 years) vs RMFCX (23 years). RMFCX (0.91) is less costly to investors than HLIEX (0.70). RMFCX is a more actively managed with annual turnover of: 31.00 vs. HLIEX (20.00). 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 : 6.77 vs. HLIEX (3.39). HLIEX return over 5 years is better than : 86.97 vs. RMFCX (76.10).
| HLIEX | RMFCX | HLIEX / RMFCX | |
| Total Expense Ratio | 0.70 | 0.91 | 77% |
| Annual Report Gross Expense Ratio | 0.70 | 0.91 | 77% |
| Fund Existence | 38 years | 23 years | - |
| Gain YTD | 3.216 | 2.814 | 114% |
| 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 | 1.34 | 131% |
| Returns for 1 year | 3.39 | 6.77 | 50% |
| Returns for 3 years | 7.82 | 11.46 | 68% |
| Returns for 5 years | 86.97 | 76.10 | 114% |
| Returns for 10 years | 98.26 | 64.62 | 152% |