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AORSX vs HBLYX
AORSX vs HBLYX Comparison
Open Charts AORSX vs HBLYX
AORSX vs HBLYX Comparison Chart in %
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AORSX vs. HBLYX commentary
Jul 15, 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 HBLYX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 11.1B vs. AORSX (1.07B). HBLYX pays higher dividends than AORSX: HBLYX (3.32) vs AORSX (2.60). AORSX was incepted earlier than HBLYX: AORSX (11 years) vs HBLYX (20 years). AORSX (1.30) is less costly to investors than HBLYX (0.67). HBLYX is a more actively managed with annual turnover of: 90.00 vs. AORSX (9.00). AORSX has a lower initial minimum investment than HBLYX: AORSX (2500) vs HBLYX (250000). AORSX annual gain was more profitable for investors over the last year : 6.85 vs. HBLYX (5.28). HBLYX return over 5 years is better than : 7.52 vs. AORSX (3.51).
| AORSX | HBLYX | AORSX / HBLYX | |
| Total Expense Ratio | 1.30 | 0.67 | 194% |
| Annual Report Gross Expense Ratio | 1.30 | 0.67 | 194% |
| Fund Existence | 11 years | 20 years | - |
| Gain YTD | 4.197 | 4.458 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.07B | 11.1B | 10% |
| Annual Yield % from dividends | 2.60 | 3.32 | 78% |
| Returns for 1 year | 6.85 | 5.28 | 130% |
| Returns for 3 years | 23.63 | 19.62 | 120% |
| Returns for 5 years | 3.51 | 7.52 | 47% |
| Returns for 10 years | 32.08 | 41.42 | 77% |
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