Interact to see
Advertisement
Advertisement
HBLFX vs HBLVX
HBLFX vs HBLVX Comparison
Open Charts HBLFX vs HBLVX
HBLFX vs HBLVX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HBLFX vs. HBLVX commentary
Aug 23, 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 HBLVX is a Buy.
FUNDAMENTALS
Fundamentals
HBLFX (11.1B) and HBLVX (11.1B) have equal amount of cash in the bank . HBLFX (3.46) and HBLVX (3.40) have matching dividends . HBLFX was incepted earlier than HBLVX: HBLFX (9 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 (5.31) and HBLFX (5.25) have marching annual gain over last year. HBLVX (8.09) and HBLFX (7.95) 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 | 9 years | 12 years | - |
| Gain YTD | 6.200 | 6.174 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.1B | 11.1B | 100% |
| Annual Yield % from dividends | 3.46 | 3.40 | 102% |
| Returns for 1 year | 5.25 | 5.31 | 99% |
| Returns for 3 years | 24.35 | 24.39 | 100% |
| Returns for 5 years | 7.95 | 8.09 | 98% |
| Returns for 10 years | N/A | 43.59 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| NOIYX | 18.69 | 0.23 | +1.25% |
| Natixis Oakmark International Y | |||
| BFTHX | 72.98 | 0.75 | +1.04% |
| Baron Fifth Avenue Growth Retail | |||
| LVAMX | 11.61 | 0.10 | +0.87% |
| LSV US Managed Volatility Investor | |||
| PIOTX | 28.45 | 0.22 | +0.78% |
| Victory Pioneer Core Equity A | |||
| FETKX | 34.27 | N/A | N/A |
| Fidelity Equity Dividend Income K | |||