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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
Aug 03, 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 Buy and HBLIX is a Buy.
FUNDAMENTALS
Fundamentals
HBLFX (11.1B) and HBLIX (11.1B) have equal amount of cash in the bank . HBLFX (3.46) and HBLIX (3.37) have matching dividends . HBLFX was incepted earlier than HBLIX: HBLFX (9 years) vs HBLIX (16 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 (5.77) and HBLIX (5.67) have marching annual gain over last year. HBLFX return over 5 years is better than : 7.50 vs. HBLIX (7.03).
| HBLFX | HBLIX | HBLFX / HBLIX | |
| Total Expense Ratio | 0.56 | 0.66 | 85% |
| Annual Report Gross Expense Ratio | 0.56 | 0.66 | 85% |
| Fund Existence | 9 years | 16 years | - |
| Gain YTD | 4.871 | 4.821 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2000 | 50,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.1B | 11.1B | 100% |
| Annual Yield % from dividends | 3.46 | 3.37 | 103% |
| Returns for 1 year | 5.77 | 5.67 | 102% |
| Returns for 3 years | 19.30 | 18.91 | 102% |
| Returns for 5 years | 7.50 | 7.03 | 107% |
| Returns for 10 years | N/A | 42.48 | - |
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