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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
Jun 04, 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 Hold and RMRPX is a Hold.
FUNDAMENTALS
Fundamentals
HBLIX has more cash in the bank: 11.2B vs. RMRPX (1.41B). HBLIX pays higher dividends than RMRPX: HBLIX (3.40) vs RMRPX (3.13). 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 : 11.64 vs. HBLIX (6.91). RMRPX return over 5 years is better than : 21.81 vs. HBLIX (6.81).
| 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 | 3.451 | 3.729 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 250 | 800% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.2B | 1.41B | 795% |
| Annual Yield % from dividends | 3.40 | 3.13 | 109% |
| Returns for 1 year | 6.91 | 11.64 | 59% |
| Returns for 3 years | 21.24 | 31.54 | 67% |
| Returns for 5 years | 6.81 | 21.81 | 31% |
| Returns for 10 years | 44.19 | 54.36 | 81% |
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