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HLIEX vs RMFEX
HLIEX vs RMFEX Comparison
Open Charts HLIEX vs RMFEX
JPMorgan Equity Income I
Price$25.13
Change-$0.30 (-1.18%)
VolumeN/A
Net Assets45.58B
American Funds American Mutual R4
Price$57.60
Change-$0.62 (-1.06%)
VolumeN/A
Net Assets105.48B
HLIEX vs RMFEX Comparison Chart
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HLIEX vs. RMFEX commentary
Feb 23, 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 Hold and RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 105B vs. HLIEX (45.6B). RMFEX (1.95) and HLIEX (1.89) have matching dividends . HLIEX was incepted earlier than RMFEX: HLIEX (38 years) vs RMFEX (23 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 : 11.37 vs. HLIEX (8.51). RMFEX return over 5 years is better than : 43.97 vs. HLIEX (38.07).
| HLIEX | RMFEX | HLIEX / RMFEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 38 years | 23 years | - |
| Gain YTD | 5.100 | 4.880 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 45.6B | 105B | 43% |
| Annual Yield % from dividends | 1.89 | 1.95 | 97% |
| Returns for 1 year | 8.51 | 11.37 | 75% |
| Returns for 3 years | 13.01 | 20.81 | 63% |
| Returns for 5 years | 38.07 | 43.97 | 87% |
| Returns for 10 years | 98.13 | 71.03 | 138% |