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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
Sep 21, 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 (10.8B) and HBLRX (10.8B) have equal amount of cash in the bank . HBLIX pays higher dividends than HBLRX: HBLIX (3.34) vs HBLRX (2.74). 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 : 1.78 vs. HBLRX (1.14). HBLIX return over 5 years is better than : 5.91 vs. HBLRX (2.70).
| 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 | 3.912 | 3.434 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.8B | 10.8B | 100% |
| Annual Yield % from dividends | 3.34 | 2.74 | 122% |
| Returns for 1 year | 1.78 | 1.14 | 156% |
| Returns for 3 years | 20.36 | 18.19 | 112% |
| Returns for 5 years | 5.91 | 2.70 | 219% |
| Returns for 10 years | 41.04 | 33.72 | 122% |
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