HBLRX
Price
$15.02
Change
-$0.05 (-0.33%)
Updated
Sep 11 closing price
Net Assets
10.86B
HBLYX
Price
$15.19
Change
-$0.05 (-0.33%)
Updated
Sep 11 closing price
Net Assets
10.86B
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HBLRX vs HBLYX

HBLRX vs HBLYX Comparison Chart in %
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HBLRX vs. HBLYX 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 HBLRX is a Hold and HBLYX is a Hold.

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FUNDAMENTALS
Fundamentals
HBLRX (10.9B) and HBLYX (10.9B) have equal amount of cash in the bank . HBLYX pays higher dividends than HBLRX: HBLYX (3.27) vs HBLRX (2.74). HBLRX was incepted earlier than HBLYX: HBLRX (16 years) vs HBLYX (20 years). HBLRX (1.27) is less costly to investors than HBLYX (0.67). HBLRX (90.00) and HBLYX (90.00) have comparable annual turnover. HBLRX has a lower initial minimum investment than HBLYX: HBLRX (0) vs HBLYX (250000). HBLYX annual gain was more profitable for investors over the last year : 1.47 vs. HBLRX (0.88). HBLYX return over 5 years is better than : 5.98 vs. HBLRX (2.74).
HBLRXHBLYXHBLRX / HBLYX
Total Expense Ratio1.270.67190%
Annual Report Gross Expense Ratio1.270.67190%
Fund Existence16 years20 years-
Gain YTD3.8504.25291%
Front LoadN/AN/A-
Min. Initial Investment0250000-
Min. Initial Investment IRAN/AN/A-
Net Assets10.9B10.9B100%
Annual Yield % from dividends2.743.2784%
Returns for 1 year0.881.4760%
Returns for 3 years18.4920.7589%
Returns for 5 years2.745.9846%
Returns for 10 years34.7442.4582%
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