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HBLAX vs HBLVX
HBLAX vs HBLVX Comparison
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HBLAX vs HBLVX Comparison Chart in %
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HBLAX vs. HBLVX commentary
Sep 12, 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 HBLVX is a Hold.
FUNDAMENTALS
Fundamentals
HBLAX (10.9B) and HBLVX (10.9B) have equal amount of cash in the bank . HBLVX pays higher dividends than HBLAX: HBLVX (3.38) vs HBLAX (3.13). HBLAX was incepted earlier than HBLVX: HBLAX (20 years) vs HBLVX (12 years). HBLAX (0.89) is less costly to investors than HBLVX (0.56). HBLAX (90.00) and HBLVX (90.00) have comparable annual turnover. HBLVX has a lower initial minimum investment than HBLAX: HBLVX (0) vs HBLAX (2000). HBLVX annual gain was more profitable for investors over the last year : 1.66 vs. HBLAX (1.22). HBLVX return over 5 years is better than : 6.58 vs. HBLAX (4.63).
| HBLAX | HBLVX | HBLAX / HBLVX | |
| Total Expense Ratio | 0.89 | 0.56 | 159% |
| Annual Report Gross Expense Ratio | 0.89 | 0.56 | 159% |
| Fund Existence | 20 years | 12 years | - |
| Gain YTD | 4.076 | 4.382 | 93% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | 2000 | N/A | - |
| Net Assets | 10.9B | 10.9B | 100% |
| Annual Yield % from dividends | 3.13 | 3.38 | 93% |
| Returns for 1 year | 1.22 | 1.66 | 74% |
| Returns for 3 years | 19.75 | 21.15 | 93% |
| Returns for 5 years | 4.63 | 6.58 | 70% |
| Returns for 10 years | 39.00 | 43.70 | 89% |
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