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AORSX vs HBLFX
AORSX vs HBLFX Comparison
Open Charts AORSX vs HBLFX
AORSX vs HBLFX Comparison Chart in %
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AORSX vs. HBLFX commentary
Sep 13, 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 HBLFX is a Hold.
FUNDAMENTALS
Fundamentals
HBLFX has more cash in the bank: 10.9B vs. AORSX (1.04B). HBLFX pays higher dividends than AORSX: HBLFX (3.43) vs AORSX (2.58). AORSX was incepted earlier than HBLFX: AORSX (11 years) vs HBLFX (10 years). AORSX (1.30) is less costly to investors than HBLFX (0.56). HBLFX is a more actively managed with annual turnover of: 90.00 vs. AORSX (9.00). AORSX has a lower initial minimum investment than HBLFX: AORSX (2500) vs HBLFX (1000000). AORSX annual gain was more profitable for investors over the last year : 2.72 vs. HBLFX (1.55). HBLFX return over 5 years is better than : 6.35 vs. AORSX (1.77).
| AORSX | HBLFX | AORSX / HBLFX | |
| Total Expense Ratio | 1.30 | 0.56 | 232% |
| Annual Report Gross Expense Ratio | 1.30 | 0.56 | 232% |
| Fund Existence | 11 years | 10 years | - |
| Gain YTD | 3.699 | 4.311 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.04B | 10.9B | 10% |
| Annual Yield % from dividends | 2.58 | 3.43 | 75% |
| Returns for 1 year | 2.72 | 1.55 | 176% |
| Returns for 3 years | 25.69 | 20.99 | 122% |
| Returns for 5 years | 1.77 | 6.35 | 28% |
| Returns for 10 years | 32.06 | N/A | - |
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