HBLRX
Price
$15.23
Change
+$0.07 (+0.46%)
Updated
Sep 3 closing price
Net Assets
11.02B
IIFAX
Price
$10.00
Change
+$0.05 (+0.50%)
Updated
Sep 3 closing price
Net Assets
250.06M
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HBLRX vs IIFAX

HBLRX vs IIFAX Comparison Chart in %
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HBLRX vs. IIFAX commentary
Sep 05, 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 Buy and IIFAX is a Hold.

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FUNDAMENTALS
Fundamentals
HBLRX has more cash in the bank: 11B vs. IIFAX (250M). HBLRX (2.74) and IIFAX (2.65) have matching dividends . HBLRX was incepted earlier than IIFAX: HBLRX (16 years) vs IIFAX (20 years). IIFAX (1.45) is less costly to investors than HBLRX (1.27). IIFAX is a more actively managed with annual turnover of: 117.00 vs. HBLRX (90.00). HBLRX (0) and IIFAX (0) have matching initial minimum investment requirements. HBLRX annual gain was more profitable for investors over the last year : 3.72 vs. IIFAX (0.95). IIFAX return over 5 years is better than : 6.64 vs. HBLRX (3.05).
HBLRXIIFAXHBLRX / IIFAX
Total Expense Ratio1.271.08118%
Annual Report Gross Expense Ratio1.271.4588%
Fund Existence16 years20 years-
Gain YTD5.0973.310154%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets11B250M4,400%
Annual Yield % from dividends2.742.65103%
Returns for 1 year3.720.95392%
Returns for 3 years19.1428.1568%
Returns for 5 years3.056.6446%
Returns for 10 years33.8631.70107%
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