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HBLFX vs HBLIX
HBLFX vs HBLIX Comparison
Open Charts HBLFX vs HBLIX
HBLFX vs HBLIX Comparison Chart in %
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HBLFX vs. HBLIX commentary
Sep 12, 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 HBLFX is a Hold and HBLIX is a Hold.
FUNDAMENTALS
Fundamentals
HBLFX (10.9B) and HBLIX (10.9B) have equal amount of cash in the bank . HBLFX (3.43) and HBLIX (3.34) have matching dividends . HBLFX was incepted earlier than HBLIX: HBLFX (10 years) vs HBLIX (17 years). HBLIX (0.66) is less costly to investors than HBLFX (0.56). HBLFX (90.00) and HBLIX (90.00) have comparable annual turnover. HBLIX has a lower initial minimum investment than HBLFX: HBLIX (2000) vs HBLFX (1000000). HBLFX annual gain was more profitable for investors over the last year : 1.55 vs. HBLIX (1.45). HBLFX return over 5 years is better than : 6.35 vs. HBLIX (5.88).
| HBLFX | HBLIX | HBLFX / HBLIX | |
| Total Expense Ratio | 0.56 | 0.66 | 85% |
| Annual Report Gross Expense Ratio | 0.56 | 0.66 | 85% |
| Fund Existence | 10 years | 17 years | - |
| Gain YTD | 4.311 | 4.261 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2000 | 50,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.9B | 10.9B | 100% |
| Annual Yield % from dividends | 3.43 | 3.34 | 103% |
| Returns for 1 year | 1.55 | 1.45 | 107% |
| Returns for 3 years | 20.99 | 20.68 | 102% |
| Returns for 5 years | 6.35 | 5.88 | 108% |
| Returns for 10 years | N/A | 42.03 | - |
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