Interact to see
Advertisement
Advertisement
HBLIX vs HBLRX
HBLIX vs HBLRX Comparison
Open Charts HBLIX vs HBLRX
HBLIX vs HBLRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HBLIX vs. HBLRX commentary
Sep 01, 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 Buy and HBLRX is a Buy.
FUNDAMENTALS
Fundamentals
HBLIX (11.1B) and HBLRX (11.1B) have equal amount of cash in the bank . HBLIX pays higher dividends than HBLRX: HBLIX (3.37) vs HBLRX (2.76). HBLIX was incepted earlier than HBLRX: HBLIX (17 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 : 4.32 vs. HBLRX (3.65). HBLIX return over 5 years is better than : 6.77 vs. HBLRX (3.58).
| HBLIX | HBLRX | HBLIX / HBLRX | |
| Total Expense Ratio | 0.66 | 1.27 | 52% |
| Annual Report Gross Expense Ratio | 0.66 | 1.27 | 52% |
| Fund Existence | 17 years | 16 years | - |
| Gain YTD | 6.011 | 5.513 | 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 | 3.37 | 2.76 | 122% |
| Returns for 1 year | 4.32 | 3.65 | 118% |
| Returns for 3 years | 21.91 | 19.61 | 112% |
| Returns for 5 years | 6.77 | 3.58 | 189% |
| Returns for 10 years | 41.95 | 34.58 | 121% |
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 % |
| IIFSX | 10.58 | N/A | N/A |
| Voya Balanced Income R3 | |||
| GSPFX | 22.10 | N/A | N/A |
| Gotham Enhanced S&P 500 Index Instl | |||
| ATGGX | 14.15 | -0.06 | -0.42% |
| American Century International Gr R5 | |||
| ARYVX | 14.69 | -0.14 | -0.94% |
| American Century Global Real Estate Inv | |||
| PRGTX | 35.10 | -0.84 | -2.34% |
| T. Rowe Price Global Technology | |||