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HBLRX vs NAARX
HBLRX vs NAARX Comparison
Open Charts HBLRX vs NAARX
HBLRX vs NAARX Comparison Chart in %
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HBLRX vs. NAARX commentary
Jul 25, 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 NAARX is a Hold.
FUNDAMENTALS
Fundamentals
HBLRX has more cash in the bank: 11B vs. NAARX (1.42B). NAARX pays higher dividends than HBLRX: NAARX (3.29) vs HBLRX (2.79). 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 : 8.39 vs. HBLRX (3.66). NAARX return over 5 years is better than : 21.08 vs. HBLRX (3.87).
| HBLRX | NAARX | HBLRX / NAARX | |
| Total Expense Ratio | 1.27 | 0.59 | 215% |
| Annual Report Gross Expense Ratio | 1.27 | 0.59 | 215% |
| Fund Existence | 16 years | 11 years | - |
| Gain YTD | 3.988 | 3.774 | 106% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11B | 1.42B | 777% |
| Annual Yield % from dividends | 2.79 | 3.29 | 85% |
| Returns for 1 year | 3.66 | 8.39 | 44% |
| Returns for 3 years | 15.89 | 29.47 | 54% |
| Returns for 5 years | 3.87 | 21.08 | 18% |
| Returns for 10 years | 33.77 | 51.13 | 66% |
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