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HLIEX vs RMFEX
HLIEX vs RMFEX Comparison
Open Charts HLIEX vs RMFEX
JPMorgan Equity Income I
Price$23.85
Change-$0.59 (-2.41%)
VolumeN/A
CapitalizationN/A
American Funds American Mutual R4
Price$54.54
Change-$1.43 (-2.55%)
VolumeN/A
CapitalizationN/A
HLIEX vs RMFEX Comparison Chart
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HLIEX vs. RMFEX commentary
Dec 19, 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 Sell and RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 98.7B vs. HLIEX (45.1B). 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). RMFEX annual gain was more profitable for investors over the last year : 12.89 vs. HLIEX (9.15). RMFEX return over 5 years is better than : 42.46 vs. HLIEX (36.39).
| 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 | 8.179 | 11.693 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 45.1B | 98.7B | 46% |
| Annual Yield % from dividends | 1.89 | 1.95 | 97% |
| Returns for 1 year | 9.15 | 12.89 | 71% |
| Returns for 3 years | 9.66 | 15.13 | 64% |
| Returns for 5 years | 36.39 | 42.46 | 86% |
| Returns for 10 years | 95.13 | 67.84 | 140% |
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