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HLIEX vs RMFEX
HLIEX vs RMFEX Comparison
Open Charts HLIEX vs RMFEX
JPMorgan Equity Income I
Price$25.96
Change-$0.14 (-0.54%)
VolumeN/A
Net Assets43.69B
American Funds American Mutual R4
Price$60.85
Change+$0.06 (+0.10%)
VolumeN/A
Net Assets109.46B
HLIEX vs RMFEX Comparison Chart in %
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HLIEX vs. RMFEX 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 RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 109B vs. HLIEX (43.7B). HLIEX (1.55) and RMFEX (1.49) have matching dividends . 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 : 8.06 vs. HLIEX (4.36). RMFEX (58.84) and HLIEX (56.20) 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 | 9.665 | 11.638 | 83% |
| 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 | 1.49 | 104% |
| Returns for 1 year | 4.36 | 8.06 | 54% |
| Returns for 3 years | 24.14 | 33.39 | 72% |
| Returns for 5 years | 56.20 | 58.84 | 96% |
| Returns for 10 years | 126.18 | 98.59 | 128% |
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