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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
Aug 23, 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 IIFIX is a Hold.
FUNDAMENTALS
Fundamentals
HBLRX has more cash in the bank: 11.1B vs. IIFIX (252M). IIFIX pays higher dividends than HBLRX: IIFIX (3.41) vs HBLRX (2.76). 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. HBLRX annual gain was more profitable for investors over the last year : 4.55 vs. IIFIX (3.20). IIFIX return over 5 years is better than : 12.78 vs. HBLRX (4.28).
| 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 | 5.721 | 4.282 | 134% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.1B | 252M | 4,405% |
| Annual Yield % from dividends | 2.76 | 3.41 | 81% |
| Returns for 1 year | 4.55 | 3.20 | 142% |
| Returns for 3 years | 21.77 | 33.89 | 64% |
| Returns for 5 years | 4.28 | 12.78 | 33% |
| Returns for 10 years | 34.84 | 42.43 | 82% |
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