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HBLIX vs RMRPX
HBLIX vs RMRPX Comparison
Open Charts HBLIX vs RMRPX
HBLIX vs RMRPX Comparison Chart in %
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HBLIX 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 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 (3.37) and RMRPX (3.20) have matching dividends . 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 : 9.29 vs. HBLIX (5.64). RMRPX return over 5 years is better than : 21.74 vs. HBLIX (7.65).
| 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 | 6.571 | 5.367 | 122% |
| 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 | 790% |
| Annual Yield % from dividends | 3.37 | 3.20 | 105% |
| Returns for 1 year | 5.64 | 9.29 | 61% |
| Returns for 3 years | 23.62 | 34.18 | 69% |
| Returns for 5 years | 7.65 | 21.74 | 35% |
| Returns for 10 years | 43.31 | 53.89 | 80% |
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