HBLRX
Price
$15.03
Change
+$0.02 (+0.13%)
Updated
Jun 18 closing price
Net Assets
11.16B
NAARX
Price
$13.14
Change
+$0.02 (+0.15%)
Updated
Jun 18 closing price
Net Assets
1.42B
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HBLRX vs NAARX

HBLRX vs NAARX Comparison Chart in %
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HBLRX vs. NAARX commentary
Jun 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 Hold and NAARX is a Hold.

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FUNDAMENTALS
Fundamentals
HBLRX has more cash in the bank: 11.2B vs. NAARX (1.42B). NAARX pays higher dividends than HBLRX: NAARX (3.21) vs HBLRX (2.80). HBLRX was incepted earlier than NAARX: HBLRX (16 years) vs NAARX (11 years). HBLRX (1.27) is less costly to investors than NAARX (0.59). HBLRX is a more actively managed with annual turnover of: 90.00 vs. NAARX (6.00). HBLRX has a lower initial minimum investment than NAARX: HBLRX (0) vs NAARX (250). NAARX annual gain was more profitable for investors over the last year : 10.90 vs. HBLRX (5.62). NAARX return over 5 years is better than : 22.73 vs. HBLRX (5.17).
HBLRXNAARXHBLRX / NAARX
Total Expense Ratio1.270.59215%
Annual Report Gross Expense Ratio1.270.59215%
Fund Existence16 years11 years-
Gain YTD3.4753.69594%
Front LoadN/A6%-
Min. Initial Investment0250-
Min. Initial Investment IRAN/AN/A-
Net Assets11.2B1.42B791%
Annual Yield % from dividends2.803.2187%
Returns for 1 year5.6210.9052%
Returns for 3 years10.8622.1249%
Returns for 5 years5.1722.7323%
Returns for 10 years36.9853.2769%
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