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HBLIX vs TWSCX
HBLIX vs TWSCX Comparison
Open Charts HBLIX vs TWSCX
HBLIX vs TWSCX Comparison Chart in %
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HBLIX vs. TWSCX commentary
Jun 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 Buy and TWSCX is a Hold.
FUNDAMENTALS
Fundamentals
HBLIX has more cash in the bank: 11.2B vs. TWSCX (279M). HBLIX pays higher dividends than TWSCX: HBLIX (3.40) vs TWSCX (1.92). HBLIX was incepted earlier than TWSCX: HBLIX (16 years) vs TWSCX (30 years). TWSCX (1.13) is less costly to investors than HBLIX (0.66). TWSCX is a more actively managed with annual turnover of: 95.00 vs. HBLIX (90.00). HBLIX has a lower initial minimum investment than TWSCX: HBLIX (2000) vs TWSCX (2500). TWSCX annual gain was more profitable for investors over the last year : 6.36 vs. HBLIX (5.87). HBLIX return over 5 years is better than : 6.94 vs. TWSCX (2.44).
| HBLIX | TWSCX | HBLIX / TWSCX | |
| Total Expense Ratio | 0.66 | 0.83 | 80% |
| Annual Report Gross Expense Ratio | 0.66 | 1.13 | 58% |
| Fund Existence | 16 years | 30 years | - |
| Gain YTD | 4.075 | 3.558 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 2500 | 80% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.2B | 279M | 4,014% |
| Annual Yield % from dividends | 3.40 | 1.92 | 177% |
| Returns for 1 year | 5.87 | 6.36 | 92% |
| Returns for 3 years | 21.09 | 20.44 | 103% |
| Returns for 5 years | 6.94 | 2.44 | 284% |
| Returns for 10 years | 45.59 | 25.23 | 181% |
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