HBLRX
Price
$14.97
Change
+$0.05 (+0.34%)
Updated
Sep 21 closing price
Net Assets
10.82B
MACVX
Price
$16.85
Change
+$0.08 (+0.48%)
Updated
Sep 21 closing price
Net Assets
3.37B
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HBLRX vs MACVX

HBLRX vs MACVX Comparison Chart in %
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HBLRX vs. MACVX commentary
Sep 22, 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 MACVX is a Hold.

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FUNDAMENTALS
Fundamentals
HBLRX has more cash in the bank: 10.8B vs. MACVX (3.37B). HBLRX pays higher dividends than MACVX: HBLRX (2.74) vs MACVX (2.36). HBLRX was incepted earlier than MACVX: HBLRX (16 years) vs MACVX (24 years). MACVX (1.58) is less costly to investors than HBLRX (1.27). HBLRX is a more actively managed with annual turnover of: 90.00 vs. MACVX (4.00). HBLRX has a lower initial minimum investment than MACVX: HBLRX (0) vs MACVX (1000). HBLRX annual gain was more profitable for investors over the last year : 1.21 vs. MACVX (0.14). HBLRX return over 5 years is better than : 3.00 vs. MACVX (1.83).
HBLRXMACVXHBLRX / MACVX
Total Expense Ratio1.271.5880%
Annual Report Gross Expense Ratio1.271.5880%
Fund Existence16 years24 years-
Gain YTD3.4342.406143%
Front LoadN/AN/A-
Min. Initial Investment01000-
Min. Initial Investment IRAN/A250-
Net Assets10.8B3.37B320%
Annual Yield % from dividends2.742.36116%
Returns for 1 year1.210.14862%
Returns for 3 years19.6616.76117%
Returns for 5 years3.001.83164%
Returns for 10 years32.4932.55100%
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