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HBLFX vs HBLVX
HBLFX vs HBLVX Comparison
Open Charts HBLFX vs HBLVX
HBLFX vs HBLVX Comparison Chart in %
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HBLFX vs. HBLVX 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 HBLVX is a Hold.
FUNDAMENTALS
Fundamentals
HBLFX (10.9B) and HBLVX (10.9B) have equal amount of cash in the bank . HBLFX (3.43) and HBLVX (3.38) have matching dividends . HBLFX was incepted earlier than HBLVX: HBLFX (10 years) vs HBLVX (12 years). HBLFX (0.56) and HBLVX (0.56) have similar cost to investors . HBLFX (90.00) and HBLVX (90.00) have comparable annual turnover. HBLVX has a lower initial minimum investment than HBLFX: HBLVX (0) vs HBLFX (1000000). HBLVX annual gain was more profitable for investors over the last year : 1.66 vs. HBLFX (1.55). HBLVX (6.58) and HBLFX (6.35) have equivalent 5 years return.
| HBLFX | HBLVX | HBLFX / HBLVX | |
| Total Expense Ratio | 0.56 | 0.56 | 100% |
| Annual Report Gross Expense Ratio | 0.56 | 0.56 | 100% |
| Fund Existence | 10 years | 12 years | - |
| Gain YTD | 4.311 | 4.382 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.9B | 10.9B | 100% |
| Annual Yield % from dividends | 3.43 | 3.38 | 102% |
| Returns for 1 year | 1.55 | 1.66 | 94% |
| Returns for 3 years | 20.99 | 21.15 | 99% |
| Returns for 5 years | 6.35 | 6.58 | 96% |
| Returns for 10 years | N/A | 43.70 | - |
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