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HBFBX vs HBLRX
HBFBX vs HBLRX Comparison
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HBFBX vs HBLRX Comparison Chart in %
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HBFBX vs. HBLRX 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 HBLRX is a Hold.
FUNDAMENTALS
Fundamentals
HBLRX has more cash in the bank: 10.8B vs. HBFBX (14M). HBLRX pays higher dividends than HBFBX: HBLRX (2.74) vs HBFBX (1.63). HBFBX was incepted earlier than HBLRX: HBFBX (31 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 : 13.27 vs. HBLRX (1.14). HBFBX return over 5 years is better than : 18.65 vs. HBLRX (2.70).
| HBFBX | HBLRX | HBFBX / HBLRX | |
| Total Expense Ratio | 1.88 | 1.27 | 148% |
| Annual Report Gross Expense Ratio | 1.88 | 1.27 | 148% |
| Fund Existence | 31 years | 16 years | - |
| Gain YTD | 8.546 | 3.434 | 249% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14M | 10.8B | 0% |
| Annual Yield % from dividends | 1.63 | 2.74 | 59% |
| Returns for 1 year | 13.27 | 1.14 | 1,165% |
| Returns for 3 years | 26.05 | 18.19 | 143% |
| Returns for 5 years | 18.65 | 2.70 | 692% |
| Returns for 10 years | 19.20 | 33.72 | 57% |
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