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HEIIX vs RLBCX
HEIIX vs RLBCX Comparison
Open Charts HEIIX vs RLBCX
Hennessy Equity and Income Institutional
Price$12.52
Change+$0.03 (+0.24%)
VolumeN/A
Net Assets42.89M
American Funds American Balanced R3
Price$37.42
Change+$0.03 (+0.08%)
VolumeN/A
Net Assets269.37B
HEIIX vs RLBCX Comparison Chart in %
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HEIIX vs. RLBCX 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 HEIIX is a Hold and RLBCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 269B vs. HEIIX (42.9M). RLBCX pays higher dividends than HEIIX: RLBCX (1.44) vs HEIIX (0.80). HEIIX was incepted earlier than RLBCX: HEIIX (29 years) vs RLBCX (24 years). HEIIX (1.18) is less costly to investors than RLBCX (0.89). RLBCX is a more actively managed with annual turnover of: 44.00 vs. HEIIX (16.00). RLBCX has a lower initial minimum investment than HEIIX: RLBCX (250) vs HEIIX (250000). RLBCX annual gain was more profitable for investors over the last year : 8.88 vs. HEIIX (-4.05). RLBCX return over 5 years is better than : 32.94 vs. HEIIX (-9.87).
| HEIIX | RLBCX | HEIIX / RLBCX | |
| Total Expense Ratio | 1.18 | 0.89 | 133% |
| Annual Report Gross Expense Ratio | 1.18 | 0.89 | 133% |
| Fund Existence | 29 years | 24 years | - |
| Gain YTD | -3.071 | 10.350 | -30% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 42.9M | 269B | 0% |
| Annual Yield % from dividends | 0.80 | 1.44 | 56% |
| Returns for 1 year | -4.05 | 8.88 | -46% |
| Returns for 3 years | -2.52 | 36.46 | -7% |
| Returns for 5 years | -9.87 | 32.94 | -30% |
| Returns for 10 years | -6.91 | 70.46 | -10% |
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