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HEIFX vs RLBEX
HEIFX vs RLBEX Comparison
Open Charts HEIFX vs RLBEX
Hennessy Equity and Income Investor
Price$13.35
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets42.86M
American Funds American Balanced R4
Price$37.61
Change+$0.04 (+0.11%)
VolumeN/A
Net Assets269.37B
HEIFX vs RLBEX Comparison Chart in %
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HEIFX vs. RLBEX commentary
Dec 27, 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 Hold and RLBEX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 269B vs. HEIFX (42.9M). RLBEX pays higher dividends than HEIFX: RLBEX (1.68) vs HEIFX (0.43). HEIFX was incepted earlier than RLBEX: HEIFX (24 years) vs RLBEX (24 years). HEIFX (1.55) is less costly to investors than RLBEX (0.59). RLBEX is a more actively managed with annual turnover of: 44.00 vs. HEIFX (16.00). RLBEX has a lower initial minimum investment than HEIFX: RLBEX (250) vs HEIFX (2500). RLBEX annual gain was more profitable for investors over the last year : 9.12 vs. HEIFX (-4.58). RLBEX return over 5 years is better than : 34.74 vs. HEIFX (-11.14).
| HEIFX | RLBEX | HEIFX / RLBEX | |
| Total Expense Ratio | 1.55 | 0.59 | 263% |
| Annual Report Gross Expense Ratio | 1.55 | 0.59 | 263% |
| Fund Existence | 24 years | 24 years | - |
| Gain YTD | -3.511 | 10.716 | -33% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 42.9M | 269B | 0% |
| Annual Yield % from dividends | 0.43 | 1.68 | 25% |
| Returns for 1 year | -4.58 | 9.12 | -50% |
| Returns for 3 years | -3.45 | 38.04 | -9% |
| Returns for 5 years | -11.14 | 34.74 | -32% |
| Returns for 10 years | -9.53 | 75.41 | -13% |
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