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HBFBX vs HBLCX
HBFBX vs HBLCX Comparison
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HBFBX vs HBLCX Comparison Chart in %
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HBFBX vs. HBLCX commentary
Aug 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 HBFBX is a Buy and HBLCX is a Buy.
FUNDAMENTALS
Fundamentals
HBLCX has more cash in the bank: 11.2B vs. HBFBX (14M). HBLCX pays higher dividends than HBFBX: HBLCX (2.45) vs HBFBX (1.66). HBFBX was incepted earlier than HBLCX: HBFBX (30 years) vs HBLCX (20 years). HBFBX (1.88) is less costly to investors than HBLCX (1.65). HBLCX is a more actively managed with annual turnover of: 90.00 vs. HBFBX (39.00). HBLCX has a lower initial minimum investment than HBFBX: HBLCX (2000) vs HBFBX (2500). HBFBX annual gain was more profitable for investors over the last year : 14.62 vs. HBLCX (4.60). HBFBX return over 5 years is better than : 16.91 vs. HBLCX (1.65).
| HBFBX | HBLCX | HBFBX / HBLCX | |
| Total Expense Ratio | 1.88 | 1.65 | 114% |
| Annual Report Gross Expense Ratio | 1.88 | 1.65 | 114% |
| Fund Existence | 30 years | 20 years | - |
| Gain YTD | 8.945 | 5.514 | 162% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 2000 | 125% |
| Min. Initial Investment IRA | N/A | 2000 | - |
| Net Assets | 14M | 11.2B | 0% |
| Annual Yield % from dividends | 1.66 | 2.45 | 68% |
| Returns for 1 year | 14.62 | 4.60 | 318% |
| Returns for 3 years | 25.75 | 18.11 | 142% |
| Returns for 5 years | 16.91 | 1.65 | 1,028% |
| Returns for 10 years | 17.88 | 29.81 | 60% |
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