HBLFX
Price
$14.91
Change
+$0.05 (+0.34%)
Updated
Jul 24 closing price
Net Assets
11.04B
HBLYX
Price
$15.15
Change
+$0.05 (+0.33%)
Updated
Jul 24 closing price
Net Assets
11.04B
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HBLFX vs HBLYX

HBLFX vs HBLYX Comparison Chart in %
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HBLFX vs. HBLYX commentary
Jul 26, 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.

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FUNDAMENTALS
Fundamentals
HBLFX (11B) and HBLYX (11B) 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 (4.36) and HBLYX (4.31) have marching annual gain over last year. HBLFX return over 5 years is better than : 7.44 vs. HBLYX (7.05).
HBLFXHBLYXHBLFX / HBLYX
Total Expense Ratio0.560.6784%
Annual Report Gross Expense Ratio0.560.6784%
Fund Existence9 years20 years-
Gain YTD4.3114.252101%
Front LoadN/AN/A-
Min. Initial Investment1000000250000400%
Min. Initial Investment IRAN/AN/A-
Net Assets11B11B100%
Annual Yield % from dividends3.493.32105%
Returns for 1 year4.364.31101%
Returns for 3 years18.3318.05102%
Returns for 5 years7.447.05105%
Returns for 10 yearsN/A41.34-
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