HBFBX
Price
$13.25
Change
+$0.01 (+0.08%)
Updated
Jun 22 closing price
Net Assets
13.74M
HBLRX
Price
$15.01
Change
-$0.02 (-0.13%)
Updated
Jun 22 closing price
Net Assets
11.14B
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HBFBX vs HBLRX

HBFBX vs HBLRX Comparison Chart in %
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HBFBX vs. HBLRX commentary
Jun 24, 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.

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FUNDAMENTALS
Fundamentals
HBLRX has more cash in the bank: 11.1B vs. HBFBX (13.7M). 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 : 11.97 vs. HBLRX (5.55). HBFBX return over 5 years is better than : 13.59 vs. HBLRX (4.72).
HBFBXHBLRXHBFBX / HBLRX
Total Expense Ratio1.881.27148%
Annual Report Gross Expense Ratio1.881.27148%
Fund Existence30 years16 years-
Gain YTD5.3343.475154%
Front LoadN/AN/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets13.7M11.1B0%
Annual Yield % from dividends1.772.8063%
Returns for 1 year11.975.55216%
Returns for 3 years25.0519.01132%
Returns for 5 years13.594.72288%
Returns for 10 years17.7138.1946%
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