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HBLCX vs HBLVX
HBLCX vs HBLVX Comparison
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HBLCX vs HBLVX Comparison Chart in %
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HBLCX vs. HBLVX 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 HBLVX is a Buy.
FUNDAMENTALS
Fundamentals
HBLCX (11.1B) and HBLVX (11.1B) have equal amount of cash in the bank . HBLVX pays higher dividends than HBLCX: HBLVX (3.43) vs HBLCX (2.47). HBLCX was incepted earlier than HBLVX: HBLCX (20 years) vs HBLVX (12 years). HBLCX (1.65) is less costly to investors than HBLVX (0.56). HBLCX (90.00) and HBLVX (90.00) have comparable annual turnover. HBLVX has a lower initial minimum investment than HBLCX: HBLVX (0) vs HBLCX (2000). HBLVX annual gain was more profitable for investors over the last year : 5.12 vs. HBLCX (3.84). HBLVX return over 5 years is better than : 7.43 vs. HBLCX (1.31).
| HBLCX | HBLVX | HBLCX / HBLVX | |
| Total Expense Ratio | 1.65 | 0.56 | 295% |
| Annual Report Gross Expense Ratio | 1.65 | 0.56 | 295% |
| Fund Existence | 20 years | 12 years | - |
| Gain YTD | 4.022 | 4.658 | 86% |
| Front Load | N/A | 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 | 2.47 | 3.43 | 72% |
| Returns for 1 year | 3.84 | 5.12 | 75% |
| Returns for 3 years | 14.59 | 18.67 | 78% |
| Returns for 5 years | 1.31 | 7.43 | 18% |
| Returns for 10 years | 29.00 | 43.16 | 67% |
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