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HLIEX vs RMEBX
HLIEX vs RMEBX Comparison
Open Charts HLIEX vs RMEBX
JPMorgan Equity Income I
Price$25.90
Change-$0.22 (-0.84%)
VolumeN/A
Net Assets44.17B
American Funds American Mutual R2E
Price$60.49
Change-$1.74 (-2.80%)
VolumeN/A
Net Assets111.52B
HLIEX vs RMEBX Comparison Chart in %
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HLIEX vs. RMEBX 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 HLIEX is a StrongBuy and RMEBX is a Buy.
FUNDAMENTALS
Fundamentals
RMEBX has more cash in the bank: 112B vs. HLIEX (44.2B). HLIEX pays higher dividends than RMEBX: HLIEX (1.54) vs RMEBX (1.08). HLIEX was incepted earlier than RMEBX: HLIEX (39 years) vs RMEBX (11 years). RMEBX (1.07) is less costly to investors than HLIEX (0.70). RMEBX is a more actively managed with annual turnover of: 30.00 vs. HLIEX (20.00). RMEBX has a lower initial minimum investment than HLIEX: RMEBX (250) vs HLIEX (1000000). RMEBX annual gain was more profitable for investors over the last year : 7.30 vs. HLIEX (5.34). RMEBX return over 5 years is better than : 43.15 vs. HLIEX (38.79).
| HLIEX | RMEBX | HLIEX / RMEBX | |
| Total Expense Ratio | 0.70 | 1.07 | 65% |
| Annual Report Gross Expense Ratio | 0.70 | 1.07 | 65% |
| Fund Existence | 39 years | 11 years | - |
| Gain YTD | 4.801 | 2.231 | 215% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 44.2B | 112B | 39% |
| Annual Yield % from dividends | 1.54 | 1.08 | 142% |
| Returns for 1 year | 5.34 | 7.30 | 73% |
| Returns for 3 years | 19.25 | 28.21 | 68% |
| Returns for 5 years | 38.79 | 43.15 | 90% |
| Returns for 10 years | 136.57 | 103.95 | 131% |
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