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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
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 HBLVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLIX (11.1B) and HBLVX (11.1B) have equal amount of cash in the bank . HBLVX (3.43) and HBLIX (3.39) have matching dividends . HBLIX was incepted earlier than HBLVX: HBLIX (16 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 (5.33) and HBLIX (5.18) have marching annual gain over last year. HBLVX return over 5 years is better than : 8.06 vs. HBLIX (7.45).
| HBLIX | HBLVX | HBLIX / HBLVX | |
| Total Expense Ratio | 0.66 | 0.56 | 118% |
| Annual Report Gross Expense Ratio | 0.66 | 0.56 | 118% |
| Fund Existence | 16 years | 12 years | - |
| Gain YTD | 4.471 | 4.520 | 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 | 3.43 | 99% |
| Returns for 1 year | 5.18 | 5.33 | 97% |
| Returns for 3 years | 19.53 | 19.94 | 98% |
| Returns for 5 years | 7.45 | 8.06 | 92% |
| Returns for 10 years | 40.99 | 42.56 | 96% |
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