HBLCX
Price
$14.60
Change
-$0.07 (-0.48%)
Updated
Jul 8 closing price
Net Assets
11.18B
HBLRX
Price
$14.98
Change
-$0.08 (-0.53%)
Updated
Jul 8 closing price
Net Assets
11.18B
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HBLCX vs HBLRX

HBLCX vs HBLRX Comparison Chart in %
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HBLCX vs. HBLRX commentary
Jul 09, 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 HBLRX is a Buy.

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FUNDAMENTALS
Fundamentals
HBLCX (11.2B) and HBLRX (11.2B) have equal amount of cash in the bank . HBLRX pays higher dividends than HBLCX: HBLRX (2.79) vs HBLCX (2.47). HBLCX was incepted earlier than HBLRX: HBLCX (20 years) vs HBLRX (16 years). HBLCX (1.65) is less costly to investors than HBLRX (1.27). HBLCX (90.00) and HBLRX (90.00) have comparable annual turnover. HBLRX has a lower initial minimum investment than HBLCX: HBLRX (0) vs HBLCX (2000). HBLRX annual gain was more profitable for investors over the last year : 4.85 vs. HBLCX (4.34). HBLRX return over 5 years is better than : 4.35 vs. HBLCX (1.96).
HBLCXHBLRXHBLCX / HBLRX
Total Expense Ratio1.651.27130%
Annual Report Gross Expense Ratio1.651.27130%
Fund Existence20 years16 years-
Gain YTD4.2354.40496%
Front LoadN/AN/A-
Min. Initial Investment20000-
Min. Initial Investment IRA2000N/A-
Net Assets11.2B11.2B100%
Annual Yield % from dividends2.472.7989%
Returns for 1 year4.344.8589%
Returns for 3 years18.3219.9992%
Returns for 5 years1.964.3545%
Returns for 10 years29.5534.8885%
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