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HLIEX vs RMFEX
HLIEX vs RMFEX Comparison
Open Charts HLIEX vs RMFEX
JPMorgan Equity Income I
Price$26.88
Change-$0.19 (-0.70%)
VolumeN/A
CapitalizationN/A
American Funds American Mutual R4
Price$59.52
Change-$0.36 (-0.60%)
VolumeN/A
CapitalizationN/A
HLIEX vs RMFEX Comparison Chart
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HLIEX vs. RMFEX commentary
Nov 13, 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 Buy and RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 106B vs. HLIEX (47.8B). RMFEX (1.95) and HLIEX (1.89) have matching dividends . HLIEX was incepted earlier than RMFEX: HLIEX (37 years) vs RMFEX (22 years). RMFEX is a more actively managed with annual turnover of: 25.00 vs. HLIEX (8.00). RMFEX has a lower initial minimum investment than HLIEX: RMFEX (250) vs HLIEX (1000000). HLIEX annual gain was more profitable for investors over the last year : 28.22 vs. RMFEX (26.09). HLIEX (53.10) and RMFEX (51.30) have equivalent 5 years return.
| HLIEX | RMFEX | HLIEX / RMFEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 37 years | 22 years | - |
| Gain YTD | 18.756 | 18.606 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 47.8B | 106B | 45% |
| Annual Yield % from dividends | 1.89 | 1.95 | 97% |
| Returns for 1 year | 28.22 | 26.09 | 108% |
| Returns for 3 years | 15.94 | 18.59 | 86% |
| Returns for 5 years | 53.10 | 51.30 | 104% |
| Returns for 10 years | 115.29 | 75.21 | 153% |