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HRLIX vs RIDAX
HRLIX vs RIDAX Comparison
Open Charts HRLIX vs RIDAX
HRLIX vs RIDAX Comparison Chart in %
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HRLIX vs. RIDAX commentary
Jun 24, 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 HRLIX is a Hold and RIDAX is a Hold.
FUNDAMENTALS
Fundamentals
RIDAX has more cash in the bank: 147B vs. HRLIX (65.2M). HRLIX pays higher dividends than RIDAX: HRLIX (3.39) vs RIDAX (2.76). HRLIX was incepted earlier than RIDAX: HRLIX (16 years) vs RIDAX (24 years). HRLIX (1.39) and RIDAX (1.34) have similar cost to investors . HRLIX is a more actively managed with annual turnover of: 149.00 vs. RIDAX (65.00). RIDAX has a lower initial minimum investment than HRLIX: RIDAX (250) vs HRLIX (5000). HRLIX annual gain was more profitable for investors over the last year : 18.47 vs. RIDAX (6.78). HRLIX return over 5 years is better than : 45.14 vs. RIDAX (18.81).
| HRLIX | RIDAX | HRLIX / RIDAX | |
| Total Expense Ratio | 1.00 | 1.34 | 75% |
| Annual Report Gross Expense Ratio | 1.39 | 1.34 | 104% |
| Fund Existence | 16 years | 24 years | - |
| Gain YTD | 9.845 | 5.347 | 184% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 250 | 2,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 65.2M | 147B | 0% |
| Annual Yield % from dividends | 3.39 | 2.76 | 123% |
| Returns for 1 year | 18.47 | 6.78 | 272% |
| Returns for 3 years | 40.77 | 32.54 | 125% |
| Returns for 5 years | 45.14 | 18.81 | 240% |
| Returns for 10 years | 91.14 | 53.55 | 170% |
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