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HBLIX vs HBLRX
HBLIX vs HBLRX Comparison
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HBLIX vs HBLRX Comparison Chart in %
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HBLIX vs. HBLRX commentary
Jul 16, 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 HBLIX is a Hold and HBLRX is a Hold.
FUNDAMENTALS
Fundamentals
HBLIX (11.1B) and HBLRX (11.1B) have equal amount of cash in the bank . HBLIX pays higher dividends than HBLRX: HBLIX (3.39) vs HBLRX (2.79). HBLIX was incepted earlier than HBLRX: HBLIX (16 years) vs HBLRX (16 years). HBLRX (1.27) is less costly to investors than HBLIX (0.66). HBLIX (90.00) and HBLRX (90.00) have comparable annual turnover. HBLRX has a lower initial minimum investment than HBLIX: HBLRX (0) vs HBLIX (2000). HBLIX annual gain was more profitable for investors over the last year : 5.69 vs. HBLRX (5.07). HBLIX return over 5 years is better than : 7.29 vs. HBLRX (4.11).
| HBLIX | HBLRX | HBLIX / HBLRX | |
| Total Expense Ratio | 0.66 | 1.27 | 52% |
| Annual Report Gross Expense Ratio | 0.66 | 1.27 | 52% |
| Fund Existence | 16 years | 16 years | - |
| Gain YTD | 4.191 | 3.850 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.1B | 11.1B | 100% |
| Annual Yield % from dividends | 3.39 | 2.79 | 122% |
| Returns for 1 year | 5.69 | 5.07 | 112% |
| Returns for 3 years | 19.21 | 17.14 | 112% |
| Returns for 5 years | 7.29 | 4.11 | 178% |
| Returns for 10 years | 40.61 | 33.40 | 122% |
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