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HLIEX vs RMFCX
HLIEX vs RMFCX Comparison
Open Charts HLIEX vs RMFCX
JPMorgan Equity Income I
Price$23.44
Change+$0.31 (+1.34%)
VolumeN/A
Net Assets41.13B
American Funds American Mutual R3
Price$53.74
Change+$0.73 (+1.38%)
VolumeN/A
Net Assets97.26B
HLIEX vs RMFCX Comparison Chart
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HLIEX vs. RMFCX commentary
Apr 25, 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: 97.3B vs. HLIEX (41.1B). 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 : 3.87 vs. HLIEX (-1.94). HLIEX return over 5 years is better than : 58.08 vs. RMFCX (54.30).
| 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 | -2.952 | -1.247 | 237% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 41.1B | 97.3B | 42% |
| Annual Yield % from dividends | 1.75 | 1.34 | 131% |
| Returns for 1 year | -1.94 | 3.87 | -50% |
| Returns for 3 years | 3.60 | 9.64 | 37% |
| Returns for 5 years | 58.08 | 54.30 | 107% |
| Returns for 10 years | 86.54 | 55.97 | 155% |
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