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HBLIX vs HBLSX
HBLIX vs HBLSX Comparison
Open Charts HBLIX vs HBLSX
HBLIX vs HBLSX Comparison Chart in %
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HBLIX vs. HBLSX commentary
Jun 11, 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 HBLSX is a Buy.
FUNDAMENTALS
Fundamentals
HBLIX (11.2B) and HBLSX (11.2B) have equal amount of cash in the bank . HBLIX pays higher dividends than HBLSX: HBLIX (3.40) vs HBLSX (3.08). HBLIX was incepted earlier than HBLSX: HBLIX (16 years) vs HBLSX (16 years). HBLSX (0.96) is less costly to investors than HBLIX (0.66). HBLIX (90.00) and HBLSX (90.00) have comparable annual turnover. HBLSX has a lower initial minimum investment than HBLIX: HBLSX (0) vs HBLIX (2000). HBLIX annual gain was more profitable for investors over the last year : 6.24 vs. HBLSX (5.94). HBLIX return over 5 years is better than : 6.58 vs. HBLSX (4.95).
| HBLIX | HBLSX | HBLIX / HBLSX | |
| Total Expense Ratio | 0.66 | 0.96 | 69% |
| Annual Report Gross Expense Ratio | 0.66 | 0.96 | 69% |
| Fund Existence | 16 years | 16 years | - |
| Gain YTD | 3.728 | 3.539 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.2B | 11.2B | 100% |
| Annual Yield % from dividends | 3.40 | 3.08 | 110% |
| Returns for 1 year | 6.24 | 5.94 | 105% |
| Returns for 3 years | 21.12 | 19.99 | 106% |
| Returns for 5 years | 6.58 | 4.95 | 133% |
| Returns for 10 years | 44.15 | 40.42 | 109% |
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