Interact to see
Advertisement
Advertisement
HBLAX vs RMRPX
HBLAX vs RMRPX Comparison
Open Charts HBLAX vs RMRPX
HBLAX vs RMRPX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HBLAX vs. RMRPX commentary
Aug 16, 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 HBLAX is a Buy and RMRPX is a Hold.
FUNDAMENTALS
Fundamentals
HBLAX has more cash in the bank: 11.2B vs. RMRPX (1.42B). RMRPX (3.20) and HBLAX (3.15) have matching dividends . HBLAX was incepted earlier than RMRPX: HBLAX (20 years) vs RMRPX (11 years). HBLAX (0.89) is less costly to investors than RMRPX (0.63). HBLAX is a more actively managed with annual turnover of: 90.00 vs. RMRPX (6.00). RMRPX has a lower initial minimum investment than HBLAX: RMRPX (250) vs HBLAX (2000). RMRPX annual gain was more profitable for investors over the last year : 9.29 vs. HBLAX (5.40). RMRPX return over 5 years is better than : 21.74 vs. HBLAX (6.37).
| HBLAX | RMRPX | HBLAX / RMRPX | |
| Total Expense Ratio | 0.89 | 0.63 | 141% |
| Annual Report Gross Expense Ratio | 0.89 | 0.63 | 141% |
| Fund Existence | 20 years | 11 years | - |
| Gain YTD | 6.383 | 5.367 | 119% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 250 | 800% |
| Min. Initial Investment IRA | 2000 | N/A | - |
| Net Assets | 11.2B | 1.42B | 790% |
| Annual Yield % from dividends | 3.15 | 3.20 | 98% |
| Returns for 1 year | 5.40 | 9.29 | 58% |
| Returns for 3 years | 22.68 | 34.18 | 66% |
| Returns for 5 years | 6.37 | 21.74 | 29% |
| Returns for 10 years | 40.26 | 53.89 | 75% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers