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HBLFX vs HBLYX
HBLFX vs HBLYX Comparison
Open Charts HBLFX vs HBLYX
HBLFX vs HBLYX Comparison Chart in %
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HBLFX vs. HBLYX commentary
Jul 05, 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 HBLYX is a Buy.
FUNDAMENTALS
Fundamentals
HBLFX (11.2B) and HBLYX (11.2B) have equal amount of cash in the bank . HBLFX (3.49) and HBLYX (3.32) have matching dividends . HBLFX was incepted earlier than HBLYX: HBLFX (9 years) vs HBLYX (20 years). HBLYX (0.67) is less costly to investors than HBLFX (0.56). HBLFX (90.00) and HBLYX (90.00) have comparable annual turnover. HBLYX has a lower initial minimum investment than HBLFX: HBLYX (250000) vs HBLFX (1000000). HBLFX (5.06) and HBLYX (5.00) have marching annual gain over last year. HBLFX return over 5 years is better than : 8.08 vs. HBLYX (7.68).
| HBLFX | HBLYX | HBLFX / HBLYX | |
| Total Expense Ratio | 0.56 | 0.67 | 84% |
| Annual Report Gross Expense Ratio | 0.56 | 0.67 | 84% |
| Fund Existence | 9 years | 20 years | - |
| Gain YTD | 4.871 | 4.802 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250000 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.2B | 11.2B | 100% |
| Annual Yield % from dividends | 3.49 | 3.32 | 105% |
| Returns for 1 year | 5.06 | 5.00 | 101% |
| Returns for 3 years | 21.02 | 20.78 | 101% |
| Returns for 5 years | 8.08 | 7.68 | 105% |
| Returns for 10 years | N/A | 44.13 | - |
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