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HBLAX vs HBLRX
HBLAX vs HBLRX Comparison
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HBLAX vs HBLRX Comparison Chart in %
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HBLAX vs. HBLRX commentary
Jun 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 Hold and HBLRX is a Hold.
FUNDAMENTALS
Fundamentals
HBLAX (11.2B) and HBLRX (11.2B) have equal amount of cash in the bank . HBLAX pays higher dividends than HBLRX: HBLAX (3.19) vs HBLRX (2.80). HBLAX was incepted earlier than HBLRX: HBLAX (20 years) vs HBLRX (16 years). HBLRX (1.27) is less costly to investors than HBLAX (0.89). HBLAX (90.00) and HBLRX (90.00) have comparable annual turnover. HBLRX has a lower initial minimum investment than HBLAX: HBLRX (0) vs HBLAX (2000). HBLAX annual gain was more profitable for investors over the last year : 6.67 vs. HBLRX (6.28). HBLAX return over 5 years is better than : 5.54 vs. HBLRX (3.69).
| HBLAX | HBLRX | HBLAX / HBLRX | |
| Total Expense Ratio | 0.89 | 1.27 | 70% |
| Annual Report Gross Expense Ratio | 0.89 | 1.27 | 70% |
| Fund Existence | 20 years | 16 years | - |
| Gain YTD | 3.324 | 3.199 | 104% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | 2000 | N/A | - |
| Net Assets | 11.2B | 11.2B | 100% |
| Annual Yield % from dividends | 3.19 | 2.80 | 114% |
| Returns for 1 year | 6.67 | 6.28 | 106% |
| Returns for 3 years | 20.39 | 19.12 | 107% |
| Returns for 5 years | 5.54 | 3.69 | 150% |
| Returns for 10 years | 41.10 | 36.81 | 112% |
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