Interact to see
Advertisement
Advertisement
HBLIX vs RMRPX
HBLIX vs RMRPX Comparison
Open Charts HBLIX vs RMRPX
HBLIX vs RMRPX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HBLIX vs. RMRPX commentary
Jul 06, 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 HBLIX is a Buy and RMRPX is a Hold.
FUNDAMENTALS
Fundamentals
HBLIX has more cash in the bank: 11.2B vs. RMRPX (1.42B). HBLIX pays higher dividends than RMRPX: HBLIX (3.39) vs RMRPX (3.21). HBLIX was incepted earlier than RMRPX: HBLIX (16 years) vs RMRPX (11 years). HBLIX (0.66) and RMRPX (0.63) have similar cost to investors . HBLIX is a more actively managed with annual turnover of: 90.00 vs. RMRPX (6.00). RMRPX has a lower initial minimum investment than HBLIX: RMRPX (250) vs HBLIX (2000). RMRPX annual gain was more profitable for investors over the last year : 9.52 vs. HBLIX (4.96). RMRPX return over 5 years is better than : 21.91 vs. HBLIX (7.61).
| HBLIX | RMRPX | HBLIX / RMRPX | |
| Total Expense Ratio | 0.66 | 0.63 | 105% |
| Annual Report Gross Expense Ratio | 0.66 | 0.63 | 105% |
| Fund Existence | 16 years | 11 years | - |
| Gain YTD | 4.821 | 4.343 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 250 | 800% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.2B | 1.42B | 791% |
| Annual Yield % from dividends | 3.39 | 3.21 | 106% |
| Returns for 1 year | 4.96 | 9.52 | 52% |
| Returns for 3 years | 20.71 | 31.55 | 66% |
| Returns for 5 years | 7.61 | 21.91 | 35% |
| Returns for 10 years | 43.72 | 53.56 | 82% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| PEIOX | 44.85 | 0.53 | +1.20% |
| Principal Equity Income R3 | |||
| PORTX | 60.51 | 0.50 | +0.83% |
| Trillium ESG Global Equity Investor | |||
| LSMNX | 17.17 | -0.16 | -0.92% |
| Loomis Sayles Small/Mid Cap Growth N | |||
| GMNAX | 13.72 | -0.22 | -1.58% |
| Gabelli Global Mini Mites A | |||
| CFSIX | 21.11 | -0.57 | -2.63% |
| Touchstone Sands Capital Select Growth Y | |||