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HLIEX vs RMFCX
HLIEX vs RMFCX Comparison
Open Charts HLIEX vs RMFCX
JPMorgan Equity Income I
Price$26.30
Change-$0.11 (-0.42%)
VolumeN/A
Net Assets44.06B
American Funds American Mutual R3
Price$62.10
Change-$0.10 (-0.16%)
VolumeN/A
Net Assets112.6B
HLIEX vs RMFCX Comparison Chart in %
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HLIEX vs. RMFCX commentary
Oct 09, 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 Hold.
FUNDAMENTALS
Fundamentals
RMFCX has more cash in the bank: 113B vs. HLIEX (44.1B). HLIEX pays higher dividends than RMFCX: HLIEX (1.54) vs RMFCX (1.20). 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 : 8.11 vs. HLIEX (3.84). RMFCX return over 5 years is better than : 59.28 vs. HLIEX (56.11).
| 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 | 11.715 | 14.779 | 79% |
| 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 | 113B | 39% |
| Annual Yield % from dividends | 1.54 | 1.20 | 128% |
| Returns for 1 year | 3.84 | 8.11 | 47% |
| Returns for 3 years | 33.43 | 43.61 | 77% |
| Returns for 5 years | 56.11 | 59.28 | 95% |
| Returns for 10 years | 125.32 | 93.90 | 133% |
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