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HLIEX vs RMFEX
HLIEX vs RMFEX Comparison
Open Charts HLIEX vs RMFEX
JPMorgan Equity Income I
Price$23.55
Change-$1.05 (-4.27%)
VolumeN/A
Net Assets44.06B
American Funds American Mutual R4
Price$54.47
Change-$1.82 (-3.23%)
VolumeN/A
Net Assets102.75B
HLIEX vs RMFEX Comparison Chart
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HLIEX vs. RMFEX commentary
Apr 04, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 103B vs. HLIEX (44.1B). HLIEX pays higher dividends than RMFEX: HLIEX (1.75) vs RMFEX (1.61). 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 : 7.10 vs. HLIEX (3.39). HLIEX return over 5 years is better than : 86.97 vs. RMFEX (78.86).
| 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 | 3.216 | 2.891 | 111% |
| 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 | 103B | 43% |
| Annual Yield % from dividends | 1.75 | 1.61 | 109% |
| Returns for 1 year | 3.39 | 7.10 | 48% |
| Returns for 3 years | 7.82 | 12.51 | 63% |
| Returns for 5 years | 86.97 | 78.86 | 110% |
| Returns for 10 years | 98.26 | 70.99 | 138% |
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