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HLIEX vs RMFCX
HLIEX vs RMFCX Comparison
Open Charts HLIEX vs RMFCX
JPMorgan Equity Income I
Price$25.96
Change-$0.14 (-0.54%)
VolumeN/A
Net Assets43.69B
American Funds American Mutual R3
Price$60.45
Change+$0.07 (+0.12%)
VolumeN/A
Net Assets109.46B
HLIEX vs RMFCX Comparison Chart in %
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HLIEX vs. RMFCX commentary
Sep 09, 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 Buy and RMFCX is a Buy.
FUNDAMENTALS
Fundamentals
RMFCX has more cash in the bank: 109B vs. HLIEX (43.7B). HLIEX pays higher dividends than RMFCX: HLIEX (1.55) vs RMFCX (1.24). HLIEX was incepted earlier than RMFCX: HLIEX (38 years) vs RMFCX (23 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 : 7.71 vs. HLIEX (4.36). RMFCX (56.41) and HLIEX (56.20) have equivalent 5 years return.
| HLIEX | RMFCX | HLIEX / RMFCX | |
| Total Expense Ratio | 0.70 | 0.91 | 77% |
| Annual Report Gross Expense Ratio | 0.70 | 0.91 | 77% |
| Fund Existence | 38 years | 23 years | - |
| Gain YTD | 9.665 | 11.421 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 43.7B | 109B | 40% |
| Annual Yield % from dividends | 1.55 | 1.24 | 125% |
| Returns for 1 year | 4.36 | 7.71 | 57% |
| Returns for 3 years | 24.14 | 32.16 | 75% |
| Returns for 5 years | 56.20 | 56.41 | 100% |
| Returns for 10 years | 126.18 | 91.12 | 138% |
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