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HBLRX vs IIFIX
HBLRX vs IIFIX Comparison
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HBLRX vs IIFIX Comparison Chart in %
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HBLRX vs. IIFIX 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 IIFIX is a Buy.
FUNDAMENTALS
Fundamentals
HBLRX has more cash in the bank: 10.9B vs. IIFIX (248M). IIFIX pays higher dividends than HBLRX: IIFIX (3.37) vs HBLRX (2.74). HBLRX was incepted earlier than IIFIX: HBLRX (16 years) vs IIFIX (20 years). HBLRX (1.27) is less costly to investors than IIFIX (0.95). IIFIX is a more actively managed with annual turnover of: 117.00 vs. HBLRX (90.00). HBLRX (0) and IIFIX (0) have matching initial minimum investment requirements. IIFIX annual gain was more profitable for investors over the last year : 4.63 vs. HBLRX (0.88). IIFIX return over 5 years is better than : 10.99 vs. HBLRX (2.74).
| HBLRX | IIFIX | HBLRX / IIFIX | |
| Total Expense Ratio | 1.27 | 0.58 | 219% |
| Annual Report Gross Expense Ratio | 1.27 | 0.95 | 134% |
| Fund Existence | 16 years | 20 years | - |
| Gain YTD | 3.850 | 3.009 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.9B | 248M | 4,395% |
| Annual Yield % from dividends | 2.74 | 3.37 | 81% |
| Returns for 1 year | 0.88 | 4.63 | 19% |
| Returns for 3 years | 18.49 | 30.58 | 60% |
| Returns for 5 years | 2.74 | 10.99 | 25% |
| Returns for 10 years | 34.74 | 42.71 | 81% |
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