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FIKWX vs HBLYX
FIKWX vs HBLYX Comparison
Open Charts FIKWX vs HBLYX
FIKWX vs HBLYX Comparison Chart in %
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FIKWX vs. HBLYX commentary
Sep 11, 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 StrongBuy and HBLYX is a Hold.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 10.9B vs. FIKWX (2.21B). HBLYX pays higher dividends than FIKWX: HBLYX (3.27) vs FIKWX (2.78). FIKWX was incepted earlier than HBLYX: FIKWX (8 years) vs HBLYX (20 years). HBLYX (0.67) is less costly to investors than FIKWX (0.50). HBLYX is a more actively managed with annual turnover of: 90.00 vs. FIKWX (24.00). FIKWX has a lower initial minimum investment than HBLYX: FIKWX (0) vs HBLYX (250000). FIKWX annual gain was more profitable for investors over the last year : 8.73 vs. HBLYX (2.81). FIKWX return over 5 years is better than : 18.59 vs. HBLYX (6.61).
| FIKWX | HBLYX | FIKWX / HBLYX | |
| Total Expense Ratio | 0.47 | 0.67 | 70% |
| Annual Report Gross Expense Ratio | 0.50 | 0.67 | 75% |
| Fund Existence | 8 years | 20 years | - |
| Gain YTD | 6.044 | 4.871 | 124% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.21B | 10.9B | 20% |
| Annual Yield % from dividends | 2.78 | 3.27 | 85% |
| Returns for 1 year | 8.73 | 2.81 | 311% |
| Returns for 3 years | 31.89 | 21.64 | 147% |
| Returns for 5 years | 18.59 | 6.61 | 281% |
| Returns for 10 years | N/A | 41.88 | - |
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