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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
Jul 25, 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 NAARX is a Hold.
FUNDAMENTALS
Fundamentals
HBLCX has more cash in the bank: 11B vs. NAARX (1.42B). NAARX pays higher dividends than HBLCX: NAARX (3.29) vs HBLCX (2.47). 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 : 8.39 vs. HBLCX (3.13). NAARX return over 5 years is better than : 21.08 vs. HBLCX (1.47).
| 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 | 3.737 | 3.774 | 99% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2000 | 250 | 800% |
| Min. Initial Investment IRA | 2000 | N/A | - |
| Net Assets | 11B | 1.42B | 777% |
| Annual Yield % from dividends | 2.47 | 3.29 | 75% |
| Returns for 1 year | 3.13 | 8.39 | 37% |
| Returns for 3 years | 14.27 | 29.47 | 48% |
| Returns for 5 years | 1.47 | 21.08 | 7% |
| Returns for 10 years | 28.27 | 51.13 | 55% |
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