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HLIEX vs RMFEX
HLIEX vs RMFEX Comparison
Open Charts HLIEX vs RMFEX
JPMorgan Equity Income I
Price$26.16
Change-$0.05 (-0.19%)
VolumeN/A
Net Assets44.01B
American Funds American Mutual R4
Price$61.62
Change-$0.04 (-0.06%)
VolumeN/A
Net Assets110.88B
HLIEX vs RMFEX Comparison Chart in %
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HLIEX vs. RMFEX commentary
Sep 18, 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: 111B vs. HLIEX (44B). HLIEX (1.55) and RMFEX (1.49) have matching dividends . 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 (3.80). RMFEX return over 5 years is better than : 61.31 vs. HLIEX (57.71).
| 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 | 10.722 | 13.050 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 44B | 111B | 40% |
| Annual Yield % from dividends | 1.55 | 1.49 | 104% |
| Returns for 1 year | 3.80 | 7.10 | 54% |
| Returns for 3 years | 25.33 | 35.20 | 72% |
| Returns for 5 years | 57.71 | 61.31 | 94% |
| Returns for 10 years | 130.26 | 103.92 | 125% |
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