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HBLAX vs HBLVX
HBLAX vs HBLVX Comparison
Open Charts HBLAX vs HBLVX
HBLAX vs HBLVX Comparison Chart in %
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HBLAX vs. HBLVX commentary
Jul 14, 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 StrongBuy and HBLVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLAX (11.1B) and HBLVX (11.1B) have equal amount of cash in the bank . HBLVX pays higher dividends than HBLAX: HBLVX (3.43) vs HBLAX (3.18). 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 : 5.33 vs. HBLAX (4.94). HBLVX return over 5 years is better than : 8.06 vs. HBLAX (6.11).
| 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 | 4.286 | 4.520 | 95% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | 2000 | N/A | - |
| Net Assets | 11.1B | 11.1B | 100% |
| Annual Yield % from dividends | 3.18 | 3.43 | 93% |
| Returns for 1 year | 4.94 | 5.33 | 93% |
| Returns for 3 years | 18.62 | 19.94 | 93% |
| Returns for 5 years | 6.11 | 8.06 | 76% |
| Returns for 10 years | 37.99 | 42.56 | 89% |
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