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HEIFX vs RLBCX
HEIFX vs RLBCX Comparison
Open Charts HEIFX vs RLBCX
Hennessy Equity and Income Investor
Price$14.64
Change-$0.05 (-0.34%)
VolumeN/A
Net Assets46.74M
American Funds American Balanced R3
Price$37.73
Change+$0.20 (+0.53%)
VolumeN/A
Net Assets257.73B
HEIFX vs RLBCX Comparison Chart in %
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HEIFX vs. RLBCX commentary
Sep 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 HEIFX is a Buy and RLBCX is a Buy.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 258B vs. HEIFX (46.7M). RLBCX pays higher dividends than HEIFX: RLBCX (1.53) vs HEIFX (0.50). HEIFX was incepted earlier than RLBCX: HEIFX (24 years) vs RLBCX (23 years). HEIFX (1.55) is less costly to investors than RLBCX (0.89). RLBCX is a more actively managed with annual turnover of: 44.00 vs. HEIFX (16.00). 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 : 9.58 vs. HEIFX (-3.71). RLBCX return over 5 years is better than : 37.90 vs. HEIFX (-3.55).
| 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 | 23 years | - |
| Gain YTD | 5.742 | 11.127 | 52% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 46.7M | 258B | 0% |
| Annual Yield % from dividends | 0.50 | 1.53 | 32% |
| Returns for 1 year | -3.71 | 9.58 | -39% |
| Returns for 3 years | 4.18 | 38.72 | 11% |
| Returns for 5 years | -3.55 | 37.90 | -9% |
| Returns for 10 years | -1.36 | 72.02 | -2% |
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