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HBMCX vs RPTIX
HBMCX vs RPTIX Comparison
Open Charts HBMCX vs RPTIX
HBMCX vs RPTIX Comparison Chart in %
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HBMCX vs. RPTIX commentary
Jul 14, 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 HBMCX is a Buy and RPTIX is a Hold.
FUNDAMENTALS
Fundamentals
RPTIX has more cash in the bank: 22.6B vs. HBMCX (719M). RPTIX pays higher dividends than HBMCX: RPTIX (0.11) vs HBMCX (0.00). HBMCX was incepted earlier than RPTIX: HBMCX (27 years) vs RPTIX (11 years). HBMCX (1.01) is less costly to investors than RPTIX (0.63). HBMCX is a more actively managed with annual turnover of: 60.00 vs. RPTIX (31.50). HBMCX has a lower initial minimum investment than RPTIX: HBMCX (0) vs RPTIX (500000). RPTIX annual gain was more profitable for investors over the last year : -0.27 vs. HBMCX (-15.37). RPTIX return over 5 years is better than : -17.78 vs. HBMCX (-48.49).
| HBMCX | RPTIX | HBMCX / RPTIX | |
| Total Expense Ratio | 1.01 | 0.63 | 160% |
| Annual Report Gross Expense Ratio | 1.01 | 0.63 | 160% |
| Fund Existence | 27 years | 11 years | - |
| Gain YTD | 7.765 | 3.853 | 202% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 500000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 719M | 22.6B | 3% |
| Annual Yield % from dividends | 0.00 | 0.11 | - |
| Returns for 1 year | -15.37 | -0.27 | 5,633% |
| Returns for 3 years | -14.49 | -0.33 | 4,353% |
| Returns for 5 years | -48.49 | -17.78 | 273% |
| Returns for 10 years | -34.22 | 33.17 | -103% |
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