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HEIFX vs RAMHX
HEIFX vs RAMHX Comparison
Open Charts HEIFX vs RAMHX
Hennessy Equity and Income Investor
Price$14.33
Change+$0.07 (+0.49%)
VolumeN/A
Net Assets50.09M
American Funds American Balanced R2E
Price$36.68
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
HEIFX vs RAMHX Comparison Chart in %
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HEIFX vs. RAMHX commentary
Jul 06, 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 HEIFX is a Buy and RAMHX is a Buy.
FUNDAMENTALS
Fundamentals
RAMHX has more cash in the bank: 252B vs. HEIFX (50.1M). RAMHX pays higher dividends than HEIFX: RAMHX (1.43) vs HEIFX (0.51). HEIFX was incepted earlier than RAMHX: HEIFX (24 years) vs RAMHX (11 years). HEIFX (1.55) is less costly to investors than RAMHX (1.04). RAMHX is a more actively managed with annual turnover of: 44.00 vs. HEIFX (16.00). RAMHX has a lower initial minimum investment than HEIFX: RAMHX (250) vs HEIFX (2500). RAMHX annual gain was more profitable for investors over the last year : 7.35 vs. HEIFX (-1.63). RAMHX return over 5 years is better than : 38.74 vs. HEIFX (1.18).
| HEIFX | RAMHX | HEIFX / RAMHX | |
| Total Expense Ratio | 1.55 | 1.04 | 149% |
| Annual Report Gross Expense Ratio | 1.55 | 1.04 | 149% |
| Fund Existence | 24 years | 11 years | - |
| Gain YTD | 3.503 | 7.830 | 45% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 50.1M | 252B | 0% |
| Annual Yield % from dividends | 0.51 | 1.43 | 36% |
| Returns for 1 year | -1.63 | 7.35 | -22% |
| Returns for 3 years | 2.62 | 33.46 | 8% |
| Returns for 5 years | 1.18 | 38.74 | 3% |
| Returns for 10 years | -7.22 | 60.36 | -12% |
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