Interact to see
Advertisement
Advertisement
HBLAX vs SWKRX
HBLAX vs SWKRX Comparison
Open Charts HBLAX vs SWKRX
HBLAX vs SWKRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HBLAX vs. SWKRX commentary
Jun 25, 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 Buy and SWKRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLAX has more cash in the bank: 11.1B vs. SWKRX (82M). SWKRX pays higher dividends than HBLAX: SWKRX (4.25) vs HBLAX (3.19). HBLAX was incepted earlier than SWKRX: HBLAX (20 years) vs SWKRX (18 years). HBLAX (0.89) is less costly to investors than SWKRX (0.33). HBLAX is a more actively managed with annual turnover of: 90.00 vs. SWKRX (25.00). SWKRX has a lower initial minimum investment than HBLAX: SWKRX (0) vs HBLAX (2000). SWKRX annual gain was more profitable for investors over the last year : 12.43 vs. HBLAX (5.06). SWKRX return over 5 years is better than : 13.72 vs. HBLAX (6.15).
| HBLAX | SWKRX | HBLAX / SWKRX | |
| Total Expense Ratio | 0.89 | 0.21 | 424% |
| Annual Report Gross Expense Ratio | 0.89 | 0.33 | 270% |
| Fund Existence | 20 years | 18 years | - |
| Gain YTD | 3.670 | 6.176 | 59% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | 2000 | N/A | - |
| Net Assets | 11.1B | 82M | 13,537% |
| Annual Yield % from dividends | 3.19 | 4.25 | 75% |
| Returns for 1 year | 5.06 | 12.43 | 41% |
| Returns for 3 years | 20.36 | 32.31 | 63% |
| Returns for 5 years | 6.15 | 13.72 | 45% |
| Returns for 10 years | 42.52 | 38.36 | 111% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers