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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
Sep 09, 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 (11B) and HBLSX (11B) have equal amount of cash in the bank . HBLIX pays higher dividends than HBLSX: HBLIX (3.34) vs HBLSX (3.02). HBLIX was incepted earlier than HBLSX: HBLIX (17 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 : 3.83 vs. HBLSX (3.55). HBLIX return over 5 years is better than : 7.06 vs. HBLSX (5.48).
| HBLIX | HBLSX | HBLIX / HBLSX | |
| Total Expense Ratio | 0.66 | 0.96 | 69% |
| Annual Report Gross Expense Ratio | 0.66 | 0.96 | 69% |
| Fund Existence | 17 years | 16 years | - |
| Gain YTD | 5.801 | 5.513 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11B | 11B | 100% |
| Annual Yield % from dividends | 3.34 | 3.02 | 111% |
| Returns for 1 year | 3.83 | 3.55 | 108% |
| Returns for 3 years | 22.64 | 21.49 | 105% |
| Returns for 5 years | 7.06 | 5.48 | 129% |
| Returns for 10 years | 43.40 | 39.56 | 110% |
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