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HBLCX vs MACVX
HBLCX vs MACVX Comparison
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HBLCX vs MACVX Comparison Chart in %
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HBLCX vs. MACVX commentary
Sep 22, 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 MACVX is a Hold.
FUNDAMENTALS
Fundamentals
HBLCX has more cash in the bank: 10.8B vs. MACVX (3.37B). HBLCX (2.43) and MACVX (2.36) have matching dividends . HBLCX was incepted earlier than MACVX: HBLCX (20 years) vs MACVX (24 years). HBLCX (1.65) and MACVX (1.58) have similar cost to investors . HBLCX is a more actively managed with annual turnover of: 90.00 vs. MACVX (4.00). MACVX has a lower initial minimum investment than HBLCX: MACVX (1000) vs HBLCX (2000). HBLCX IRA initial investment is lower compared to MACVX: HBLCX (2000) vs MACVX (250). HBLCX annual gain was more profitable for investors over the last year : 0.69 vs. MACVX (0.14). MACVX return over 5 years is better than : 1.83 vs. HBLCX (0.67).
| HBLCX | MACVX | HBLCX / MACVX | |
| Total Expense Ratio | 1.65 | 1.58 | 104% |
| Annual Report Gross Expense Ratio | 1.65 | 1.58 | 104% |
| Fund Existence | 20 years | 24 years | - |
| Gain YTD | 3.169 | 2.406 | 132% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | 2000 | 250 | 800% |
| Net Assets | 10.8B | 3.37B | 320% |
| Annual Yield % from dividends | 2.43 | 2.36 | 103% |
| Returns for 1 year | 0.69 | 0.14 | 494% |
| Returns for 3 years | 17.99 | 16.76 | 107% |
| Returns for 5 years | 0.67 | 1.83 | 36% |
| Returns for 10 years | 27.20 | 32.55 | 84% |
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