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HBFBX vs HBLIX
HBFBX vs HBLIX Comparison
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HBFBX vs HBLIX Comparison Chart in %
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HBFBX vs. HBLIX commentary
Jun 04, 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 HBLIX is a Hold.
FUNDAMENTALS
Fundamentals
HBLIX has more cash in the bank: 11.2B vs. HBFBX (13.8M). HBLIX pays higher dividends than HBFBX: HBLIX (3.40) vs HBFBX (1.77). HBFBX was incepted earlier than HBLIX: HBFBX (30 years) vs HBLIX (16 years). HBFBX (1.88) is less costly to investors than HBLIX (0.66). HBLIX is a more actively managed with annual turnover of: 90.00 vs. HBFBX (39.00). HBLIX has a lower initial minimum investment than HBFBX: HBLIX (2000) vs HBFBX (2500). HBFBX annual gain was more profitable for investors over the last year : 12.51 vs. HBLIX (6.91). HBFBX return over 5 years is better than : 11.53 vs. HBLIX (6.81).
| HBFBX | HBLIX | HBFBX / HBLIX | |
| Total Expense Ratio | 1.88 | 0.66 | 285% |
| Annual Report Gross Expense Ratio | 1.88 | 0.66 | 285% |
| Fund Existence | 30 years | 16 years | - |
| Gain YTD | 5.493 | 3.451 | 159% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 2000 | 125% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.8M | 11.2B | 0% |
| Annual Yield % from dividends | 1.77 | 3.40 | 52% |
| Returns for 1 year | 12.51 | 6.91 | 181% |
| Returns for 3 years | 25.46 | 21.24 | 120% |
| Returns for 5 years | 11.53 | 6.81 | 169% |
| Returns for 10 years | 17.61 | 44.19 | 40% |
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