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HBFBX vs HBLRX
HBFBX vs HBLRX Comparison
Open Charts HBFBX vs HBLRX
HBFBX vs HBLRX Comparison Chart in %
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HBFBX vs. HBLRX 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 HBLRX is a Hold.
FUNDAMENTALS
Fundamentals
HBLRX has more cash in the bank: 11.2B vs. HBFBX (13.8M). HBLRX pays higher dividends than HBFBX: HBLRX (2.80) vs HBFBX (1.77). HBFBX was incepted earlier than HBLRX: HBFBX (30 years) vs HBLRX (16 years). HBFBX (1.88) is less costly to investors than HBLRX (1.27). HBLRX is a more actively managed with annual turnover of: 90.00 vs. HBFBX (39.00). HBLRX has a lower initial minimum investment than HBFBX: HBLRX (0) vs HBFBX (2500). HBFBX annual gain was more profitable for investors over the last year : 12.51 vs. HBLRX (6.28). HBFBX return over 5 years is better than : 11.53 vs. HBLRX (3.69).
| HBFBX | HBLRX | HBFBX / HBLRX | |
| Total Expense Ratio | 1.88 | 1.27 | 148% |
| Annual Report Gross Expense Ratio | 1.88 | 1.27 | 148% |
| Fund Existence | 30 years | 16 years | - |
| Gain YTD | 5.493 | 3.199 | 172% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.8M | 11.2B | 0% |
| Annual Yield % from dividends | 1.77 | 2.80 | 63% |
| Returns for 1 year | 12.51 | 6.28 | 199% |
| Returns for 3 years | 25.46 | 19.12 | 133% |
| Returns for 5 years | 11.53 | 3.69 | 313% |
| Returns for 10 years | 17.61 | 36.81 | 48% |
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