HEIFX
Price
$14.34
Change
-$0.05 (-0.35%)
Updated
Jul 28 closing price
Net Assets
48.21M
RAMHX
Price
$36.92
Change
-$0.07 (-0.19%)
Updated
Jul 28 closing price
Net Assets
254.37B
Interact to see
Advertisement

HEIFX vs RAMHX

Header iconHEIFX vs RAMHX Comparison
Open Charts HEIFX vs RAMHXBanner chart's image
Hennessy Equity and Income Investor
Price$14.34
Change-$0.05 (-0.35%)
VolumeN/A
Net Assets48.21M
American Funds American Balanced R2E
Price$36.92
Change-$0.07 (-0.19%)
VolumeN/A
Net Assets254.37B
HEIFX vs RAMHX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
HEIFX vs. RAMHX commentary
Jul 29, 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.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
RAMHX has more cash in the bank: 254B vs. HEIFX (48.2M). 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 : 8.43 vs. HEIFX (-3.73). RAMHX return over 5 years is better than : 35.43 vs. HEIFX (-2.19).
HEIFXRAMHXHEIFX / RAMHX
Total Expense Ratio1.551.04149%
Annual Report Gross Expense Ratio1.551.04149%
Fund Existence24 years11 years-
Gain YTD3.5758.53642%
Front LoadN/AN/A-
Min. Initial Investment25002501,000%
Min. Initial Investment IRAN/AN/A-
Net Assets48.2M254B0%
Annual Yield % from dividends0.511.4336%
Returns for 1 year-3.738.43-44%
Returns for 3 years-2.2129.45-7%
Returns for 5 years-2.1935.43-6%
Returns for 10 years-7.0959.02-12%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
STOCK / NAMEPrice $Chg $Chg %
PVLA39.871.25
+3.24%
Palvella Therapeutics Inc
SKIL14.950.26
+1.77%
Skillsoft Corp
TWST36.530.54
+1.50%
Twist Bioscience Corp
SCNI2.05-0.01
-0.49%
Scinai Immunotherapeutics Ltd.
NLY20.68-0.18
-0.86%
Annaly Capital Management