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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
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 HBLCX is a Hold.
FUNDAMENTALS
Fundamentals
HBLCX has more cash in the bank: 11.1B vs. HBFBX (13.7M). HBLCX pays higher dividends than HBFBX: HBLCX (2.49) vs HBFBX (1.77). 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 : 11.97 vs. HBLCX (4.98). HBFBX return over 5 years is better than : 13.59 vs. HBLCX (2.39).
| 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 | 5.334 | 3.319 | 161% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 2000 | 125% |
| Min. Initial Investment IRA | N/A | 2000 | - |
| Net Assets | 13.7M | 11.1B | 0% |
| Annual Yield % from dividends | 1.77 | 2.49 | 71% |
| Returns for 1 year | 11.97 | 4.98 | 240% |
| Returns for 3 years | 25.05 | 17.42 | 144% |
| Returns for 5 years | 13.59 | 2.39 | 568% |
| Returns for 10 years | 17.71 | 32.68 | 54% |
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