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HBLIX vs RMRPX
HBLIX vs RMRPX Comparison
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HBLIX vs RMRPX Comparison Chart in %
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HBLIX vs. RMRPX commentary
Jul 26, 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: 11B 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 : 8.68 vs. HBLIX (4.26). RMRPX return over 5 years is better than : 21.16 vs. HBLIX (6.97).
| 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 | 4.261 | 3.949 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 250 | 800% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11B | 1.42B | 777% |
| Annual Yield % from dividends | 3.39 | 3.21 | 106% |
| Returns for 1 year | 4.26 | 8.68 | 49% |
| Returns for 3 years | 18.02 | 29.54 | 61% |
| Returns for 5 years | 6.97 | 21.16 | 33% |
| Returns for 10 years | 40.91 | 52.11 | 79% |
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