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FIKWX vs HBLCX
FIKWX vs HBLCX Comparison
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FIKWX vs HBLCX Comparison Chart in %
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FIKWX vs. HBLCX commentary
Jul 26, 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 FIKWX is a Buy and HBLCX is a Buy.
FUNDAMENTALS
Fundamentals
HBLCX has more cash in the bank: 11B vs. FIKWX (2.26B). FIKWX pays higher dividends than HBLCX: FIKWX (2.77) vs HBLCX (2.47). FIKWX was incepted earlier than HBLCX: FIKWX (8 years) vs HBLCX (20 years). HBLCX (1.65) is less costly to investors than FIKWX (0.50). HBLCX is a more actively managed with annual turnover of: 90.00 vs. FIKWX (24.00). FIKWX has a lower initial minimum investment than HBLCX: FIKWX (0) vs HBLCX (2000). FIKWX annual gain was more profitable for investors over the last year : 10.19 vs. HBLCX (3.06). FIKWX return over 5 years is better than : 18.09 vs. HBLCX (1.40).
| FIKWX | HBLCX | FIKWX / HBLCX | |
| Total Expense Ratio | 0.47 | 1.65 | 28% |
| Annual Report Gross Expense Ratio | 0.50 | 1.65 | 30% |
| Fund Existence | 8 years | 20 years | - |
| Gain YTD | 4.914 | 3.666 | 134% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | 2000 | - |
| Net Assets | 2.26B | 11B | 21% |
| Annual Yield % from dividends | 2.77 | 2.47 | 112% |
| Returns for 1 year | 10.19 | 3.06 | 334% |
| Returns for 3 years | 28.48 | 14.28 | 199% |
| Returns for 5 years | 18.09 | 1.40 | 1,291% |
| Returns for 10 years | N/A | 28.28 | - |
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