Interact to see
Advertisement
Advertisement
HBLIX vs HBLVX
HBLIX vs HBLVX Comparison
Open Charts HBLIX vs HBLVX
HBLIX vs HBLVX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HBLIX vs. HBLVX 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 HBLVX is a Buy.
FUNDAMENTALS
Fundamentals
HBLIX (11.1B) and HBLVX (11.1B) have equal amount of cash in the bank . HBLVX (3.40) and HBLIX (3.37) have matching dividends . HBLIX was incepted earlier than HBLVX: HBLIX (17 years) vs HBLVX (12 years). HBLIX (0.66) is less costly to investors than HBLVX (0.56). HBLIX (90.00) and HBLVX (90.00) have comparable annual turnover. HBLVX has a lower initial minimum investment than HBLIX: HBLVX (0) vs HBLIX (2000). HBLVX (5.31) and HBLIX (5.08) have marching annual gain over last year. HBLVX return over 5 years is better than : 8.09 vs. HBLIX (7.41).
| HBLIX | HBLVX | HBLIX / HBLVX | |
| Total Expense Ratio | 0.66 | 0.56 | 118% |
| Annual Report Gross Expense Ratio | 0.66 | 0.56 | 118% |
| Fund Existence | 17 years | 12 years | - |
| Gain YTD | 6.081 | 6.174 | 98% |
| 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 | 3.40 | 99% |
| Returns for 1 year | 5.08 | 5.31 | 96% |
| Returns for 3 years | 23.95 | 24.39 | 98% |
| Returns for 5 years | 7.41 | 8.09 | 92% |
| Returns for 10 years | 42.05 | 43.59 | 96% |
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 % |
| FEREX | 15.68 | 0.29 | +1.88% |
| First Eagle Global Real Assets I | |||
| MYINX | 11.88 | 0.10 | +0.85% |
| NYLI WMC International Rsrch Eq Inv Cl | |||
| TRGLX | 84.56 | 0.49 | +0.58% |
| T. Rowe Price Global Stock I | |||
| BRGKX | 47.93 | 0.23 | +0.48% |
| iShares Russell 1000 Large-Cap Idx K | |||
| ARYYX | 14.96 | -0.01 | -0.07% |
| American Century Global Real Estate Y | |||