Interact to see
Advertisement
Advertisement
HBLIX vs HBLTX
HBLIX vs HBLTX Comparison
Open Charts HBLIX vs HBLTX
HBLIX vs HBLTX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HBLIX vs. HBLTX commentary
Aug 23, 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 HBLTX is a Buy.
FUNDAMENTALS
Fundamentals
HBLIX (11.1B) and HBLTX (11.1B) have equal amount of cash in the bank . HBLIX (3.37) and HBLTX (3.33) have matching dividends . HBLIX was incepted earlier than HBLTX: HBLIX (17 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 (5.11) and HBLIX (5.08) have marching annual gain over last year. HBLIX (7.41) and HBLTX (7.39) 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 | 17 years | 16 years | - |
| Gain YTD | 6.081 | 6.104 | 100% |
| 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 | 3.33 | 101% |
| Returns for 1 year | 5.08 | 5.11 | 100% |
| Returns for 3 years | 23.95 | 23.96 | 100% |
| Returns for 5 years | 7.41 | 7.39 | 100% |
| Returns for 10 years | 42.05 | 42.09 | 100% |
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 % |
| MYIIX | 12.04 | 0.10 | +0.84% |
| NYLI WMC International Research Eq Cl I | |||
| RYPDX | 108.38 | 0.64 | +0.59% |
| Rydex Consumer Products A | |||
| PRGSX | 84.10 | 0.48 | +0.57% |
| T. Rowe Price Global Stock | |||
| BRGNX | 48.15 | 0.24 | +0.50% |
| iShares Russell 1000 Large-Cap Idx Instl | |||
| ARYGX | 14.94 | -0.02 | -0.13% |
| American Century Global Real Estate R5 | |||