HBFBX
Price
$13.25
Change
+$0.01 (+0.08%)
Updated
Jun 22 closing price
Net Assets
13.74M
HBLAX
Price
$14.93
Change
-$0.02 (-0.13%)
Updated
Jun 22 closing price
Net Assets
11.14B
Interact to see
Advertisement

HBFBX vs HBLAX

HBFBX vs HBLAX Comparison Chart in %
View a ticker or compare two or three
VS
HBFBX vs. HBLAX commentary
Jun 24, 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 HBFBX is a Hold and HBLAX is a Hold.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
HBLAX has more cash in the bank: 11.1B vs. HBFBX (13.7M). HBLAX pays higher dividends than HBFBX: HBLAX (3.19) vs HBFBX (1.77). HBFBX was incepted earlier than HBLAX: HBFBX (30 years) vs HBLAX (20 years). HBFBX (1.88) is less costly to investors than HBLAX (0.89). HBLAX is a more actively managed with annual turnover of: 90.00 vs. HBFBX (39.00). HBLAX has a lower initial minimum investment than HBFBX: HBLAX (2000) vs HBFBX (2500). HBFBX annual gain was more profitable for investors over the last year : 11.97 vs. HBLAX (5.93). HBFBX return over 5 years is better than : 13.59 vs. HBLAX (6.67).
HBFBXHBLAXHBFBX / HBLAX
Total Expense Ratio1.880.89211%
Annual Report Gross Expense Ratio1.880.89211%
Fund Existence30 years20 years-
Gain YTD5.3343.670145%
Front LoadN/A6%-
Min. Initial Investment25002000125%
Min. Initial Investment IRAN/A2000-
Net Assets13.7M11.1B0%
Annual Yield % from dividends1.773.1955%
Returns for 1 year11.975.93202%
Returns for 3 years25.0520.36123%
Returns for 5 years13.596.67204%
Returns for 10 years17.7142.5242%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
SOAVX40.27N/A
N/A
Spirit of America Large Cap Value A
FIIMX30.71N/A
N/A
Fidelity Advisor Mid Cap II I
GSPFX20.85N/A
N/A
Gotham Enhanced S&P 500 Index Instl
BIVIX14.25N/A
N/A
Invenomic Institutional
OANLX88.44-0.35
-0.39%
Oakmark Select Institutional