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HLIEX vs RMFCX
HLIEX vs RMFCX Comparison
Open Charts HLIEX vs RMFCX
JPMorgan Equity Income I
Price$25.07
Change-$0.02 (-0.08%)
VolumeN/A
Net Assets43.58B
American Funds American Mutual R3
Price$59.36
Change+$0.01 (+0.02%)
VolumeN/A
Net Assets111.8B
HLIEX vs RMFCX Comparison Chart in %
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HLIEX vs. RMFCX 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 HLIEX is a Hold and RMFCX is a Hold.
FUNDAMENTALS
Fundamentals
RMFCX has more cash in the bank: 112B vs. HLIEX (43.6B). HLIEX pays higher dividends than RMFCX: HLIEX (1.45) vs RMFCX (1.18). HLIEX was incepted earlier than RMFCX: HLIEX (39 years) vs RMFCX (24 years). RMFCX (0.91) is less costly to investors than HLIEX (0.70). RMFCX is a more actively managed with annual turnover of: 31.00 vs. HLIEX (20.00). RMFCX has a lower initial minimum investment than HLIEX: RMFCX (250) vs HLIEX (1000000). RMFCX annual gain was more profitable for investors over the last year : 7.94 vs. HLIEX (4.75). RMFCX return over 5 years is better than : 46.19 vs. HLIEX (38.13).
| HLIEX | RMFCX | HLIEX / RMFCX | |
| Total Expense Ratio | 0.70 | 0.91 | 77% |
| Annual Report Gross Expense Ratio | 0.70 | 0.91 | 77% |
| Fund Existence | 39 years | 24 years | - |
| Gain YTD | 6.180 | 9.715 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 43.6B | 112B | 39% |
| Annual Yield % from dividends | 1.45 | 1.18 | 123% |
| Returns for 1 year | 4.75 | 7.94 | 60% |
| Returns for 3 years | 16.64 | 28.72 | 58% |
| Returns for 5 years | 38.13 | 46.19 | 83% |
| Returns for 10 years | 111.05 | 90.34 | 123% |
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