HRLTX
Price
$10.88
Change
+$0.05 (+0.46%)
Updated
Jun 2 closing price
Net Assets
67.76M
RIDAX
Price
$27.32
Change
+$0.09 (+0.33%)
Updated
Jun 2 closing price
Net Assets
146.54B
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HRLTX vs RIDAX

Header iconHRLTX vs RIDAX Comparison
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HRLTX vs RIDAX Comparison Chart in %
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HRLTX vs. RIDAX commentary
Jun 03, 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 Buy and RIDAX is a Buy.

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FUNDAMENTALS
Fundamentals
RIDAX has more cash in the bank: 147B vs. HRLTX (67.8M). 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 : 24.22 vs. RIDAX (8.03). HRLTX return over 5 years is better than : 47.92 vs. RIDAX (17.87).
HRLTXRIDAXHRLTX / RIDAX
Total Expense Ratio0.951.3471%
Annual Report Gross Expense Ratio1.411.34105%
Fund Existence16 years24 years-
Gain YTD13.2855.639236%
Front LoadN/AN/A-
Min. Initial Investment0250-
Min. Initial Investment IRAN/AN/A-
Net Assets67.8M147B0%
Annual Yield % from dividends3.472.76126%
Returns for 1 year24.228.03302%
Returns for 3 years44.3733.06134%
Returns for 5 years47.9217.87268%
Returns for 10 years93.9651.29183%
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