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HLIEX vs RMFEX
HLIEX vs RMFEX Comparison
Open Charts HLIEX vs RMFEX
JPMorgan Equity Income I
Price$25.67
Change+$0.11 (+0.43%)
VolumeN/A
Net Assets44.51B
American Funds American Mutual R4
Price$59.82
Change+$0.38 (+0.64%)
VolumeN/A
Net Assets109.01B
HLIEX vs RMFEX Comparison Chart in %
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HLIEX vs. RMFEX commentary
Jul 07, 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 StrongBuy and RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 109B vs. HLIEX (44.5B). HLIEX pays higher dividends than RMFEX: HLIEX (1.67) vs RMFEX (1.53). HLIEX was incepted earlier than RMFEX: HLIEX (38 years) vs RMFEX (23 years). HLIEX (0.70) is less costly to investors than RMFEX (0.62). RMFEX is a more actively managed with annual turnover of: 31.00 vs. HLIEX (20.00). RMFEX has a lower initial minimum investment than HLIEX: RMFEX (250) vs HLIEX (1000000). RMFEX annual gain was more profitable for investors over the last year : 11.81 vs. HLIEX (9.09). HLIEX (66.90) and RMFEX (64.33) have equivalent 5 years return.
| HLIEX | RMFEX | HLIEX / RMFEX | |
| Total Expense Ratio | 0.70 | 0.62 | 113% |
| Annual Report Gross Expense Ratio | 0.70 | 0.62 | 113% |
| Fund Existence | 38 years | 23 years | - |
| Gain YTD | 8.167 | 9.748 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 44.5B | 109B | 41% |
| Annual Yield % from dividends | 1.67 | 1.53 | 109% |
| Returns for 1 year | 9.09 | 11.81 | 77% |
| Returns for 3 years | 23.51 | 30.45 | 77% |
| Returns for 5 years | 66.90 | 64.33 | 104% |
| Returns for 10 years | 111.17 | 86.20 | 129% |
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