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HLIEX vs RMFEX
HLIEX vs RMFEX Comparison
Open Charts HLIEX vs RMFEX
JPMorgan Equity Income I
Price$24.58
Change+$0.24 (+0.99%)
VolumeN/A
Net Assets42.85B
American Funds American Mutual R4
Price$58.02
Change+$0.32 (+0.55%)
VolumeN/A
Net Assets105.22B
HLIEX vs RMFEX Comparison Chart
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HLIEX vs. RMFEX commentary
Jun 07, 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: 105B vs. HLIEX (42.8B). HLIEX pays higher dividends than RMFEX: HLIEX (1.71) vs RMFEX (1.58). 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 : 9.37 vs. HLIEX (2.91). RMFEX return over 5 years is better than : 54.01 vs. HLIEX (48.37).
| 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 | 2.408 | 6.053 | 40% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 42.8B | 105B | 41% |
| Annual Yield % from dividends | 1.71 | 1.58 | 108% |
| Returns for 1 year | 2.91 | 9.37 | 31% |
| Returns for 3 years | 9.22 | 18.90 | 49% |
| Returns for 5 years | 48.37 | 54.01 | 90% |
| Returns for 10 years | 99.07 | 77.06 | 129% |
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