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HLIEX vs RMFEX
HLIEX vs RMFEX Comparison
Open Charts HLIEX vs RMFEX
JPMorgan Equity Income I
Price$23.44
Change+$0.31 (+1.34%)
VolumeN/A
Net Assets41.13B
American Funds American Mutual R4
Price$54.07
Change+$0.73 (+1.37%)
VolumeN/A
Net Assets97.26B
HLIEX vs RMFEX Comparison Chart
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HLIEX vs. RMFEX commentary
Apr 25, 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: 97.3B vs. HLIEX (41.1B). 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 : 4.18 vs. HLIEX (-1.94). HLIEX (58.08) and RMFEX (56.67) 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 | -2.952 | -1.167 | 253% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 41.1B | 97.3B | 42% |
| Annual Yield % from dividends | 1.75 | 1.61 | 109% |
| Returns for 1 year | -1.94 | 4.18 | -46% |
| Returns for 3 years | 3.60 | 10.64 | 34% |
| Returns for 5 years | 58.08 | 56.67 | 102% |
| Returns for 10 years | 86.54 | 61.98 | 140% |
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