Interact to see
Advertisement
Advertisement
HBLAX vs HBLVX
HBLAX vs HBLVX Comparison
Open Charts HBLAX vs HBLVX
HBLAX vs HBLVX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HBLAX vs. HBLVX 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 HBLVX is a Hold.
FUNDAMENTALS
Fundamentals
HBLAX (11.1B) and HBLVX (11.1B) have equal amount of cash in the bank . HBLVX pays higher dividends than HBLAX: HBLVX (3.44) vs HBLAX (3.19). 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 : 6.38 vs. HBLAX (5.93). HBLVX return over 5 years is better than : 8.70 vs. HBLAX (6.67).
| 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 | 3.670 | 3.901 | 94% |
| 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 | 3.19 | 3.44 | 93% |
| Returns for 1 year | 5.93 | 6.38 | 93% |
| Returns for 3 years | 20.36 | 21.67 | 94% |
| Returns for 5 years | 6.67 | 8.70 | 77% |
| Returns for 10 years | 42.52 | 47.31 | 90% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| CSMCX | 58.18 | N/A | N/A |
| Congress Small Cap Growth Institutional | |||
| FELCX | 158.82 | N/A | N/A |
| Fidelity Advisor Semiconductors C | |||
| SMSAX | 10.71 | N/A | N/A |
| SEI Multi Strategy Alternatives F (SIMT) | |||
| MVTRX | 10.28 | N/A | N/A |
| Transamerica Mid Cap Value Opps R6 | |||
| GGMMX | 13.66 | N/A | N/A |
| Gabelli Global Mini Mites I | |||