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HEIIX vs RLBEX
HEIIX vs RLBEX Comparison
Open Charts HEIIX vs RLBEX
Hennessy Equity and Income Institutional
Price$12.90
Change-$0.79 (-5.77%)
VolumeN/A
Net Assets43.3M
American Funds American Balanced R4
Price$38.33
Change-$0.56 (-1.44%)
VolumeN/A
Net Assets269.72B
HEIIX vs RLBEX Comparison Chart in %
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HEIIX vs. RLBEX commentary
Feb 04, 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 HEIIX is a StrongBuy and RLBEX is a Hold.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 270B vs. HEIIX (43.3M). RLBEX pays higher dividends than HEIIX: RLBEX (1.87) vs HEIIX (0.82). HEIIX was incepted earlier than RLBEX: HEIIX (29 years) vs RLBEX (24 years). HEIIX (1.18) is less costly to investors than RLBEX (0.59). RLBEX has a lower initial minimum investment than HEIIX: RLBEX (250) vs HEIIX (250000). RLBEX annual gain was more profitable for investors over the last year : 11.32 vs. HEIIX (-2.36). RLBEX return over 5 years is better than : 35.56 vs. HEIIX (-9.13).
| HEIIX | RLBEX | HEIIX / RLBEX | |
| Total Expense Ratio | 1.18 | 0.59 | 200% |
| Annual Report Gross Expense Ratio | 1.18 | 0.59 | 200% |
| Fund Existence | 29 years | 24 years | - |
| Gain YTD | 3.948 | 2.459 | 161% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 43.3M | 270B | 0% |
| Annual Yield % from dividends | 0.82 | 1.87 | 44% |
| Returns for 1 year | -2.36 | 11.32 | -21% |
| Returns for 3 years | -3.42 | 36.71 | -9% |
| Returns for 5 years | -9.13 | 35.56 | -26% |
| Returns for 10 years | 2.06 | 90.55 | 2% |
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