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AORSX vs HBLAX
AORSX vs HBLAX Comparison
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AORSX vs HBLAX Comparison Chart in %
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AORSX vs. HBLAX 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 AORSX is a Hold and HBLAX is a Hold.
FUNDAMENTALS
Fundamentals
HBLAX has more cash in the bank: 11.2B vs. AORSX (1.07B). HBLAX pays higher dividends than AORSX: HBLAX (3.19) vs AORSX (2.52). AORSX was incepted earlier than HBLAX: AORSX (11 years) vs HBLAX (20 years). AORSX (1.30) is less costly to investors than HBLAX (0.89). HBLAX is a more actively managed with annual turnover of: 90.00 vs. AORSX (9.00). HBLAX has a lower initial minimum investment than AORSX: HBLAX (2000) vs AORSX (2500). AORSX annual gain was more profitable for investors over the last year : 8.61 vs. HBLAX (6.52). HBLAX return over 5 years is better than : 5.30 vs. AORSX (3.91).
| AORSX | HBLAX | AORSX / HBLAX | |
| Total Expense Ratio | 1.30 | 0.89 | 146% |
| Annual Report Gross Expense Ratio | 1.30 | 0.89 | 146% |
| Fund Existence | 11 years | 20 years | - |
| Gain YTD | 3.870 | 3.532 | 110% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500 | 2000 | 125% |
| Min. Initial Investment IRA | N/A | 2000 | - |
| Net Assets | 1.07B | 11.2B | 10% |
| Annual Yield % from dividends | 2.52 | 3.19 | 79% |
| Returns for 1 year | 8.61 | 6.52 | 132% |
| Returns for 3 years | 25.79 | 20.64 | 125% |
| Returns for 5 years | 3.91 | 5.30 | 74% |
| Returns for 10 years | 33.46 | 41.39 | 81% |
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