HBFBX
Price
$13.29
Change
+$0.03 (+0.23%)
Updated
Jun 2 closing price
Net Assets
13.8M
HBLSX
Price
$15.03
Change
+$0.03 (+0.20%)
Updated
Jun 2 closing price
Net Assets
11.22B
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HBFBX vs HBLSX

Header iconHBFBX vs HBLSX Comparison
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HBFBX vs HBLSX Comparison Chart in %
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HBFBX vs. HBLSX 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 HBLSX is a Hold.

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FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 11.2B vs. HBFBX (13.8M). HBLSX pays higher dividends than HBFBX: HBLSX (3.08) vs HBFBX (1.77). HBFBX was incepted earlier than HBLSX: HBFBX (30 years) vs HBLSX (16 years). HBFBX (1.88) is less costly to investors than HBLSX (0.96). HBLSX is a more actively managed with annual turnover of: 90.00 vs. HBFBX (39.00). HBLSX has a lower initial minimum investment than HBFBX: HBLSX (0) vs HBFBX (2500). HBFBX annual gain was more profitable for investors over the last year : 12.51 vs. HBLSX (6.60). HBFBX return over 5 years is better than : 11.53 vs. HBLSX (5.17).
HBFBXHBLSXHBFBX / HBLSX
Total Expense Ratio1.880.96196%
Annual Report Gross Expense Ratio1.880.96196%
Fund Existence30 years16 years-
Gain YTD5.4933.264168%
Front LoadN/AN/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets13.8M11.2B0%
Annual Yield % from dividends1.773.0857%
Returns for 1 year12.516.60190%
Returns for 3 years25.4620.11127%
Returns for 5 years11.535.17223%
Returns for 10 years17.6140.4644%
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