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HEIFX vs RLBCX
HEIFX vs RLBCX Comparison
Open Charts HEIFX vs RLBCX
Hennessy Equity and Income Investor
Price$13.86
Change+$0.12 (+0.87%)
VolumeN/A
Net Assets43.3M
American Funds American Balanced R3
Price$38.08
Change-$0.05 (-0.13%)
VolumeN/A
Net Assets269.72B
HEIFX vs RLBCX Comparison Chart in %
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HEIFX vs. RLBCX commentary
Feb 05, 2026
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 StrongBuy and RLBCX is a Hold.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 270B vs. HEIFX (43.3M). RLBCX pays higher dividends than HEIFX: RLBCX (1.62) vs HEIFX (0.45). HEIFX was incepted earlier than RLBCX: HEIFX (24 years) vs RLBCX (24 years). HEIFX (1.55) is less costly to investors than RLBCX (0.89). RLBCX has a lower initial minimum investment than HEIFX: RLBCX (250) vs HEIFX (2500). RLBCX annual gain was more profitable for investors over the last year : 10.97 vs. HEIFX (-2.84). RLBCX return over 5 years is better than : 33.82 vs. HEIFX (-10.54).
| HEIFX | RLBCX | HEIFX / RLBCX | |
| Total Expense Ratio | 1.55 | 0.89 | 174% |
| Annual Report Gross Expense Ratio | 1.55 | 0.89 | 174% |
| Fund Existence | 24 years | 24 years | - |
| Gain YTD | 3.776 | 2.445 | 154% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 43.3M | 270B | 0% |
| Annual Yield % from dividends | 0.45 | 1.62 | 28% |
| Returns for 1 year | -2.84 | 10.97 | -26% |
| Returns for 3 years | -4.68 | 35.49 | -13% |
| Returns for 5 years | -10.54 | 33.82 | -31% |
| Returns for 10 years | -0.92 | 84.49 | -1% |
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