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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
Jun 24, 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 (11.1B) and HBLVX (11.1B) have equal amount of cash in the bank . HBLFX (3.49) and HBLVX (3.44) 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 (6.38) and HBLFX (6.27) have marching annual gain over last year. HBLVX (8.70) and HBLFX (8.42) 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 | 3.822 | 3.901 | 98% |
| 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 | 3.49 | 3.44 | 102% |
| Returns for 1 year | 6.27 | 6.38 | 98% |
| Returns for 3 years | 21.51 | 21.67 | 99% |
| Returns for 5 years | 8.42 | 8.70 | 97% |
| Returns for 10 years | N/A | 47.31 | - |
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