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HBLAX vs HBLIX
HBLAX vs HBLIX Comparison
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HBLAX vs HBLIX Comparison Chart in %
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HBLAX vs. HBLIX 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 HBLAX is a Hold and HBLIX is a Hold.
FUNDAMENTALS
Fundamentals
HBLAX (11.1B) and HBLIX (11.1B) have equal amount of cash in the bank . HBLIX pays higher dividends than HBLAX: HBLIX (3.40) vs HBLAX (3.19). HBLAX was incepted earlier than HBLIX: HBLAX (20 years) vs HBLIX (16 years). HBLAX (0.89) is less costly to investors than HBLIX (0.66). HBLAX (90.00) and HBLIX (90.00) have comparable annual turnover. HBLAX (2000) and HBLIX (2000) have matching initial minimum investment requirements. HBLIX (6.17) and HBLAX (5.93) have marching annual gain over last year. HBLIX return over 5 years is better than : 7.95 vs. HBLAX (6.67).
| HBLAX | HBLIX | HBLAX / HBLIX | |
| Total Expense Ratio | 0.89 | 0.66 | 135% |
| Annual Report Gross Expense Ratio | 0.89 | 0.66 | 135% |
| Fund Existence | 20 years | 16 years | - |
| Gain YTD | 3.670 | 3.798 | 97% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 2000 | 100% |
| Min. Initial Investment IRA | 2000 | N/A | - |
| Net Assets | 11.1B | 11.1B | 100% |
| Annual Yield % from dividends | 3.19 | 3.40 | 94% |
| Returns for 1 year | 5.93 | 6.17 | 96% |
| Returns for 3 years | 20.36 | 21.21 | 96% |
| Returns for 5 years | 6.67 | 7.95 | 84% |
| Returns for 10 years | 42.52 | 45.74 | 93% |
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