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HBLCX vs NAARX
HBLCX vs NAARX Comparison
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HBLCX vs NAARX Comparison Chart in %
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HBLCX vs. NAARX commentary
Jun 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 Hold and NAARX is a Hold.
FUNDAMENTALS
Fundamentals
HBLCX has more cash in the bank: 11.2B vs. NAARX (1.42B). NAARX pays higher dividends than HBLCX: NAARX (3.21) vs HBLCX (2.49). HBLCX was incepted earlier than NAARX: HBLCX (20 years) vs NAARX (11 years). HBLCX (1.65) is less costly to investors than NAARX (0.59). HBLCX is a more actively managed with annual turnover of: 90.00 vs. NAARX (6.00). NAARX has a lower initial minimum investment than HBLCX: NAARX (250) vs HBLCX (2000). NAARX annual gain was more profitable for investors over the last year : 10.90 vs. HBLCX (5.05). NAARX return over 5 years is better than : 22.73 vs. HBLCX (2.78).
| HBLCX | NAARX | HBLCX / NAARX | |
| Total Expense Ratio | 1.65 | 0.59 | 280% |
| Annual Report Gross Expense Ratio | 1.65 | 0.59 | 280% |
| Fund Existence | 20 years | 11 years | - |
| Gain YTD | 3.319 | 3.695 | 90% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2000 | 250 | 800% |
| Min. Initial Investment IRA | 2000 | N/A | - |
| Net Assets | 11.2B | 1.42B | 791% |
| Annual Yield % from dividends | 2.49 | 3.21 | 78% |
| Returns for 1 year | 5.05 | 10.90 | 46% |
| Returns for 3 years | 10.07 | 22.12 | 46% |
| Returns for 5 years | 2.78 | 22.73 | 12% |
| Returns for 10 years | 31.49 | 53.27 | 59% |
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