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HLIEX vs RMFCX
HLIEX vs RMFCX Comparison
Open Charts HLIEX vs RMFCX
JPMorgan Equity Income I
Price$25.56
Change+$0.07 (+0.27%)
VolumeN/A
Net Assets44.32B
American Funds American Mutual R3
Price$59.07
Change+$0.10 (+0.17%)
VolumeN/A
Net Assets108.21B
HLIEX vs RMFCX Comparison Chart in %
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HLIEX vs. RMFCX commentary
Jul 03, 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 Buy and RMFCX is a Buy.
FUNDAMENTALS
Fundamentals
RMFCX has more cash in the bank: 108B vs. HLIEX (44.3B). HLIEX pays higher dividends than RMFCX: HLIEX (1.67) vs RMFCX (1.27). 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 : 10.86 vs. HLIEX (8.28). HLIEX return over 5 years is better than : 65.73 vs. RMFCX (60.77).
| 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 | 7.408 | 8.878 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 44.3B | 108B | 41% |
| Annual Yield % from dividends | 1.67 | 1.27 | 131% |
| Returns for 1 year | 8.28 | 10.86 | 76% |
| Returns for 3 years | 22.64 | 28.42 | 80% |
| Returns for 5 years | 65.73 | 60.77 | 108% |
| Returns for 10 years | 108.94 | 77.25 | 141% |
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