The average market capitalization across the group is 5.63B. The market cap for tickers in the group ranges from 250.06M to 11.02B. HBLRX holds the highest valuation in this group at 11.02B. The lowest valued company is IIFSX at 250.06M.

High and low price notable news

The average weekly price growth across all stocks in the group was -1%. For the same group, the average monthly price growth was -1%, and the average quarterly price growth was 3%. HBLRX experienced the highest price growth at -1%, while IIFSX experienced the biggest fall at -1%.

Volume

The average weekly volume growth across all stocks in the group was 0%. For the same stocks of the group, the average monthly volume growth was 0% and the average quarterly volume growth was 0%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating:

P/E Growth Rating:

Price Growth Rating:

SMR Rating:

Profit Risk Rating:

Seasonality Score: (-100 ... +100)

HBLRX vs. IIFSX 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 IIFSX is a Hold.

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FUNDAMENTALS

Fundamentals

HBLRX has more cash in the bank: 11B vs. IIFSX (250M). IIFSX pays higher dividends than HBLRX: IIFSX (3.05) vs HBLRX (2.74). HBLRX was incepted earlier than IIFSX: HBLRX (16 years) vs IIFSX (20 years). HBLRX (1.27) is less costly to investors than IIFSX (1.20). IIFSX is a more actively managed with annual turnover of: 117.00 vs. HBLRX (90.00). HBLRX (0) and IIFSX (0) have matching initial minimum investment requirements. HBLRX annual gain was more profitable for investors over the last year : 3.72 vs. IIFSX (0.90). IIFSX return over 5 years is better than : 8.69 vs. HBLRX (3.05).

	HBLRX	IIFSX	HBLRX / IIFSX
Total Expense Ratio	1.27	0.83	153%
Annual Report Gross Expense Ratio	1.27	1.20	106%
Fund Existence	16 years	20 years	-
Gain YTD	5.097	3.607	141%
Front Load	N/A	N/A	-
Min. Initial Investment	0	0	-
Min. Initial Investment IRA	N/A	N/A	-
Net Assets	11B	250M	4,400%
Annual Yield % from dividends	2.74	3.05	90%
Returns for 1 year	3.72	0.90	412%
Returns for 3 years	19.14	28.95	66%
Returns for 5 years	3.05	8.69	35%
Returns for 10 years	33.86	37.30	91%

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