HBFBX
Price
$13.63
Change
-$0.01 (-0.07%)
Updated
Aug 12 closing price
Net Assets
14.04M
HBLRX
Price
$15.26
Change
+$0.01 (+0.07%)
Updated
Aug 12 closing price
Net Assets
11.17B
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HBFBX vs HBLRX

HBFBX vs HBLRX Comparison Chart in %
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HBFBX vs. HBLRX commentary
Aug 13, 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 Buy.

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FUNDAMENTALS
Fundamentals
HBLRX has more cash in the bank: 11.2B vs. HBFBX (14M). HBLRX pays higher dividends than HBFBX: HBLRX (2.76) vs HBFBX (1.66). 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 : 14.62 vs. HBLRX (5.11). HBFBX return over 5 years is better than : 16.91 vs. HBLRX (4.03).
HBFBXHBLRXHBFBX / HBLRX
Total Expense Ratio1.881.27148%
Annual Report Gross Expense Ratio1.881.27148%
Fund Existence30 years16 years-
Gain YTD8.9455.721156%
Front LoadN/AN/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets14M11.2B0%
Annual Yield % from dividends1.662.7660%
Returns for 1 year14.625.11286%
Returns for 3 years25.7519.68131%
Returns for 5 years16.914.03419%
Returns for 10 years17.8835.2251%
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