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HBLCX vs RMRPX
HBLCX vs RMRPX Comparison
Open Charts HBLCX vs RMRPX
HBLCX vs RMRPX Comparison Chart in %
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HBLCX 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 HBLCX is a Buy and RMRPX is a Hold.
FUNDAMENTALS
Fundamentals
HBLCX has more cash in the bank: 11.2B vs. RMRPX (1.42B). RMRPX pays higher dividends than HBLCX: RMRPX (3.20) vs HBLCX (2.45). HBLCX was incepted earlier than RMRPX: HBLCX (20 years) vs RMRPX (11 years). HBLCX (1.65) is less costly to investors than RMRPX (0.63). HBLCX is a more actively managed with annual turnover of: 90.00 vs. RMRPX (6.00). RMRPX has a lower initial minimum investment than HBLCX: RMRPX (250) vs HBLCX (2000). RMRPX annual gain was more profitable for investors over the last year : 9.29 vs. HBLCX (4.52). RMRPX return over 5 years is better than : 21.74 vs. HBLCX (2.06).
| HBLCX | RMRPX | HBLCX / RMRPX | |
| Total Expense Ratio | 1.65 | 0.63 | 262% |
| Annual Report Gross Expense Ratio | 1.65 | 0.63 | 262% |
| Fund Existence | 20 years | 11 years | - |
| Gain YTD | 5.940 | 5.367 | 111% |
| Front Load | N/A | 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 | 2.45 | 3.20 | 77% |
| Returns for 1 year | 4.52 | 9.29 | 49% |
| Returns for 3 years | 19.72 | 34.18 | 58% |
| Returns for 5 years | 2.06 | 21.74 | 9% |
| Returns for 10 years | 30.52 | 53.89 | 57% |
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