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HRLTX vs RIDAX
HRLTX vs RIDAX Comparison
Open Charts HRLTX vs RIDAX
HRLTX vs RIDAX Comparison Chart in %
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HRLTX 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 HRLTX is a Hold and RIDAX is a Hold.
FUNDAMENTALS
Fundamentals
RIDAX has more cash in the bank: 147B vs. HRLTX (65.2M). HRLTX pays higher dividends than RIDAX: HRLTX (3.47) vs RIDAX (2.76). HRLTX was incepted earlier than RIDAX: HRLTX (16 years) vs RIDAX (24 years). HRLTX (1.41) is less costly to investors than RIDAX (1.34). HRLTX is a more actively managed with annual turnover of: 149.00 vs. RIDAX (65.00). HRLTX has a lower initial minimum investment than RIDAX: HRLTX (0) vs RIDAX (250). HRLTX annual gain was more profitable for investors over the last year : 18.60 vs. RIDAX (6.95). HRLTX return over 5 years is better than : 45.47 vs. RIDAX (19.19).
| HRLTX | RIDAX | HRLTX / RIDAX | |
| Total Expense Ratio | 0.95 | 1.34 | 71% |
| Annual Report Gross Expense Ratio | 1.41 | 1.34 | 105% |
| Fund Existence | 16 years | 24 years | - |
| Gain YTD | 9.833 | 5.308 | 185% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 65.2M | 147B | 0% |
| Annual Yield % from dividends | 3.47 | 2.76 | 126% |
| Returns for 1 year | 18.60 | 6.95 | 268% |
| Returns for 3 years | 41.14 | 32.49 | 127% |
| Returns for 5 years | 45.47 | 19.19 | 237% |
| Returns for 10 years | 90.57 | 53.50 | 169% |
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