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HBLCX vs HBLIX
HBLCX vs HBLIX Comparison
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HBLCX vs HBLIX Comparison Chart in %
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HBLCX vs. HBLIX commentary
Jul 31, 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 HBLCX is a Buy and HBLIX is a Buy.
FUNDAMENTALS
Fundamentals
HBLCX (11.1B) and HBLIX (11.1B) have equal amount of cash in the bank . HBLIX pays higher dividends than HBLCX: HBLIX (3.39) vs HBLCX (2.47). HBLCX was incepted earlier than HBLIX: HBLCX (20 years) vs HBLIX (16 years). HBLCX (1.65) is less costly to investors than HBLIX (0.66). HBLCX (90.00) and HBLIX (90.00) have comparable annual turnover. HBLCX (2000) and HBLIX (2000) have matching initial minimum investment requirements. HBLIX annual gain was more profitable for investors over the last year : 4.96 vs. HBLCX (3.84). HBLIX return over 5 years is better than : 6.82 vs. HBLCX (1.31).
| HBLCX | HBLIX | HBLCX / HBLIX | |
| Total Expense Ratio | 1.65 | 0.66 | 250% |
| Annual Report Gross Expense Ratio | 1.65 | 0.66 | 250% |
| Fund Existence | 20 years | 16 years | - |
| Gain YTD | 4.022 | 4.611 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 2000 | 100% |
| Min. Initial Investment IRA | 2000 | N/A | - |
| Net Assets | 11.1B | 11.1B | 100% |
| Annual Yield % from dividends | 2.47 | 3.39 | 73% |
| Returns for 1 year | 3.84 | 4.96 | 77% |
| Returns for 3 years | 14.59 | 18.25 | 80% |
| Returns for 5 years | 1.31 | 6.82 | 19% |
| Returns for 10 years | 29.00 | 41.69 | 70% |
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