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HBLCX vs HBLRX
HBLCX vs HBLRX Comparison
Open Charts HBLCX vs HBLRX
HBLCX vs HBLRX Comparison Chart in %
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HBLCX vs. HBLRX commentary
Sep 11, 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 Hold and HBLRX is a Hold.
FUNDAMENTALS
Fundamentals
HBLCX (10.9B) and HBLRX (10.9B) have equal amount of cash in the bank . HBLRX pays higher dividends than HBLCX: HBLRX (2.74) vs HBLCX (2.43). 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 : 2.22 vs. HBLCX (1.73). HBLRX return over 5 years is better than : 3.36 vs. HBLCX (1.03).
| HBLCX | HBLRX | HBLCX / HBLRX | |
| Total Expense Ratio | 1.65 | 1.27 | 130% |
| Annual Report Gross Expense Ratio | 1.65 | 1.27 | 130% |
| Fund Existence | 20 years | 16 years | - |
| Gain YTD | 4.235 | 4.474 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | 2000 | N/A | - |
| Net Assets | 10.9B | 10.9B | 100% |
| Annual Yield % from dividends | 2.43 | 2.74 | 89% |
| Returns for 1 year | 1.73 | 2.22 | 78% |
| Returns for 3 years | 17.88 | 19.46 | 92% |
| Returns for 5 years | 1.03 | 3.36 | 31% |
| Returns for 10 years | 28.79 | 34.20 | 84% |
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