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HBLIX vs HBLVX
HBLIX vs HBLVX Comparison
Open Charts HBLIX vs HBLVX
HBLIX vs HBLVX Comparison Chart in %
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HBLIX vs. HBLVX commentary
Sep 12, 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 Hold and HBLVX is a Hold.
FUNDAMENTALS
Fundamentals
HBLIX (10.9B) and HBLVX (10.9B) have equal amount of cash in the bank . HBLVX (3.38) and HBLIX (3.34) 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 annual gain was more profitable for investors over the last year : 1.66 vs. HBLIX (1.45). HBLVX return over 5 years is better than : 6.58 vs. HBLIX (5.88).
| 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 | 4.261 | 4.382 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.9B | 10.9B | 100% |
| Annual Yield % from dividends | 3.34 | 3.38 | 99% |
| Returns for 1 year | 1.45 | 1.66 | 88% |
| Returns for 3 years | 20.68 | 21.15 | 98% |
| Returns for 5 years | 5.88 | 6.58 | 89% |
| Returns for 10 years | 42.03 | 43.70 | 96% |
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