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HBLCX vs RJRPX
HBLCX vs RJRPX Comparison
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HBLCX vs RJRPX Comparison Chart in %
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HBLCX vs. RJRPX commentary
Jul 25, 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 HBLCX is a Buy and RJRPX is a Hold.
FUNDAMENTALS
Fundamentals
HBLCX has more cash in the bank: 11B vs. RJRPX (1.42B). RJRPX pays higher dividends than HBLCX: RJRPX (2.96) vs HBLCX (2.47). HBLCX was incepted earlier than RJRPX: HBLCX (20 years) vs RJRPX (11 years). HBLCX (1.65) is less costly to investors than RJRPX (0.96). HBLCX is a more actively managed with annual turnover of: 90.00 vs. RJRPX (6.00). RJRPX has a lower initial minimum investment than HBLCX: RJRPX (250) vs HBLCX (2000). RJRPX annual gain was more profitable for investors over the last year : 8.11 vs. HBLCX (3.13). RJRPX return over 5 years is better than : 19.28 vs. HBLCX (1.47).
| HBLCX | RJRPX | HBLCX / RJRPX | |
| Total Expense Ratio | 1.65 | 0.95 | 174% |
| Annual Report Gross Expense Ratio | 1.65 | 0.96 | 172% |
| Fund Existence | 20 years | 11 years | - |
| Gain YTD | 3.737 | 3.604 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 250 | 800% |
| Min. Initial Investment IRA | 2000 | N/A | - |
| Net Assets | 11B | 1.42B | 777% |
| Annual Yield % from dividends | 2.47 | 2.96 | 83% |
| Returns for 1 year | 3.13 | 8.11 | 39% |
| Returns for 3 years | 14.27 | 28.08 | 51% |
| Returns for 5 years | 1.47 | 19.28 | 8% |
| Returns for 10 years | 28.27 | 47.72 | 59% |
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