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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
Sep 20, 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: 10.8B vs. HBFBX (14M). HBLCX pays higher dividends than HBFBX: HBLCX (2.43) vs HBFBX (1.63). HBFBX was incepted earlier than HBLCX: HBFBX (31 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 : 13.27 vs. HBLCX (0.62). HBFBX return over 5 years is better than : 18.65 vs. HBLCX (0.36).
| HBFBX | HBLCX | HBFBX / HBLCX | |
| Total Expense Ratio | 1.88 | 1.65 | 114% |
| Annual Report Gross Expense Ratio | 1.88 | 1.65 | 114% |
| Fund Existence | 31 years | 20 years | - |
| Gain YTD | 8.546 | 3.169 | 270% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 2000 | 125% |
| Min. Initial Investment IRA | N/A | 2000 | - |
| Net Assets | 14M | 10.8B | 0% |
| Annual Yield % from dividends | 1.63 | 2.43 | 67% |
| Returns for 1 year | 13.27 | 0.62 | 2,133% |
| Returns for 3 years | 26.05 | 16.59 | 157% |
| Returns for 5 years | 18.65 | 0.36 | 5,195% |
| Returns for 10 years | 19.20 | 28.41 | 68% |
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