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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
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 HBLIX is a Hold.
FUNDAMENTALS
Fundamentals
HBLIX has more cash in the bank: 10.8B vs. HBFBX (14M). HBLIX pays higher dividends than HBFBX: HBLIX (3.34) vs HBFBX (1.63). HBFBX was incepted earlier than HBLIX: HBFBX (31 years) vs HBLIX (17 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 : 13.27 vs. HBLIX (1.78). HBFBX return over 5 years is better than : 18.65 vs. HBLIX (5.91).
| HBFBX | HBLIX | HBFBX / HBLIX | |
| Total Expense Ratio | 1.88 | 0.66 | 285% |
| Annual Report Gross Expense Ratio | 1.88 | 0.66 | 285% |
| Fund Existence | 31 years | 17 years | - |
| Gain YTD | 8.546 | 3.912 | 218% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 2000 | 125% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14M | 10.8B | 0% |
| Annual Yield % from dividends | 1.63 | 3.34 | 49% |
| Returns for 1 year | 13.27 | 1.78 | 747% |
| Returns for 3 years | 26.05 | 20.36 | 128% |
| Returns for 5 years | 18.65 | 5.91 | 316% |
| Returns for 10 years | 19.20 | 41.04 | 47% |
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