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HLIEX vs RMFEX
HLIEX vs RMFEX Comparison
Open Charts HLIEX vs RMFEX
JPMorgan Equity Income I
Price$25.56
Change+$0.07 (+0.27%)
VolumeN/A
Net Assets44.32B
American Funds American Mutual R4
Price$59.44
Change+$0.11 (+0.19%)
VolumeN/A
Net Assets108.21B
HLIEX vs RMFEX Comparison Chart in %
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HLIEX vs. RMFEX 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 RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 108B vs. HLIEX (44.3B). HLIEX pays higher dividends than RMFEX: HLIEX (1.67) vs RMFEX (1.53). HLIEX was incepted earlier than RMFEX: HLIEX (38 years) vs RMFEX (23 years). HLIEX (0.70) is less costly to investors than RMFEX (0.62). RMFEX is a more actively managed with annual turnover of: 31.00 vs. HLIEX (20.00). 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 : 11.23 vs. HLIEX (8.28). HLIEX (65.73) and RMFEX (63.29) have equivalent 5 years return.
| HLIEX | RMFEX | HLIEX / RMFEX | |
| Total Expense Ratio | 0.70 | 0.62 | 113% |
| Annual Report Gross Expense Ratio | 0.70 | 0.62 | 113% |
| Fund Existence | 38 years | 23 years | - |
| Gain YTD | 7.408 | 9.051 | 82% |
| 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 | 1.53 | 109% |
| Returns for 1 year | 8.28 | 11.23 | 74% |
| Returns for 3 years | 22.64 | 29.63 | 76% |
| Returns for 5 years | 65.73 | 63.29 | 104% |
| Returns for 10 years | 108.94 | 84.26 | 129% |
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