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HBLAX vs HBLFX
HBLAX vs HBLFX Comparison
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HBLAX vs HBLFX Comparison Chart in %
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HBLAX vs. HBLFX commentary
Aug 03, 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 HBLAX is a Buy and HBLFX is a Buy.
FUNDAMENTALS
Fundamentals
HBLAX (11.1B) and HBLFX (11.1B) have equal amount of cash in the bank . HBLFX pays higher dividends than HBLAX: HBLFX (3.46) vs HBLAX (3.15). HBLAX was incepted earlier than HBLFX: HBLAX (20 years) vs HBLFX (9 years). HBLAX (0.89) is less costly to investors than HBLFX (0.56). HBLAX (90.00) and HBLFX (90.00) have comparable annual turnover. HBLAX has a lower initial minimum investment than HBLFX: HBLAX (2000) vs HBLFX (1000000). HBLFX annual gain was more profitable for investors over the last year : 5.77 vs. HBLAX (5.37). HBLFX return over 5 years is better than : 7.50 vs. HBLAX (5.69).
| HBLAX | HBLFX | HBLAX / HBLFX | |
| Total Expense Ratio | 0.89 | 0.56 | 159% |
| Annual Report Gross Expense Ratio | 0.89 | 0.56 | 159% |
| Fund Existence | 20 years | 9 years | - |
| Gain YTD | 4.636 | 4.871 | 95% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 1000000 | 0% |
| Min. Initial Investment IRA | 2000 | N/A | - |
| Net Assets | 11.1B | 11.1B | 100% |
| Annual Yield % from dividends | 3.15 | 3.46 | 91% |
| Returns for 1 year | 5.37 | 5.77 | 93% |
| Returns for 3 years | 18.09 | 19.30 | 94% |
| Returns for 5 years | 5.69 | 7.50 | 76% |
| Returns for 10 years | 39.35 | N/A | - |
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