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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 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 HRLIX is a Buy and RIDAX is a Buy.
FUNDAMENTALS
Fundamentals
RIDAX has more cash in the bank: 147B vs. HRLIX (67.8M). 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 : 24.28 vs. RIDAX (8.03). HRLIX return over 5 years is better than : 47.70 vs. RIDAX (17.87).
| 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 | 13.368 | 5.639 | 237% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 250 | 2,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 67.8M | 147B | 0% |
| Annual Yield % from dividends | 3.39 | 2.76 | 123% |
| Returns for 1 year | 24.28 | 8.03 | 302% |
| Returns for 3 years | 44.10 | 33.06 | 133% |
| Returns for 5 years | 47.70 | 17.87 | 267% |
| Returns for 10 years | 94.65 | 51.29 | 185% |
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