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HBLIX vs HBLTX
HBLIX vs HBLTX Comparison
Open Charts HBLIX vs HBLTX
HBLIX vs HBLTX Comparison Chart in %
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HBLIX vs. HBLTX commentary
Jul 14, 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 StrongBuy and HBLTX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLIX (11.1B) and HBLTX (11.1B) have equal amount of cash in the bank . HBLIX (3.39) and HBLTX (3.36) have matching dividends . HBLIX was incepted earlier than HBLTX: HBLIX (16 years) vs HBLTX (16 years). HBLTX (0.67) and HBLIX (0.66) have similar cost to investors . HBLIX (90.00) and HBLTX (90.00) have comparable annual turnover. HBLTX has a lower initial minimum investment than HBLIX: HBLTX (0) vs HBLIX (2000). HBLTX (5.27) and HBLIX (5.18) have marching annual gain over last year. HBLTX (7.50) and HBLIX (7.45) have equivalent 5 years return.
| HBLIX | HBLTX | HBLIX / HBLTX | |
| Total Expense Ratio | 0.66 | 0.67 | 99% |
| Annual Report Gross Expense Ratio | 0.66 | 0.67 | 99% |
| Fund Existence | 16 years | 16 years | - |
| Gain YTD | 4.471 | 4.507 | 99% |
| 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 | 3.36 | 101% |
| Returns for 1 year | 5.18 | 5.27 | 98% |
| Returns for 3 years | 19.53 | 19.57 | 100% |
| Returns for 5 years | 7.45 | 7.50 | 99% |
| Returns for 10 years | 40.99 | 41.05 | 100% |
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