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HBLRX vs SWCGX
HBLRX vs SWCGX Comparison
Open Charts HBLRX vs SWCGX
HBLRX vs SWCGX Comparison Chart in %
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HBLRX vs. SWCGX commentary
Jun 06, 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 SWCGX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLRX has more cash in the bank: 11.2B vs. SWCGX (213M). HBLRX pays higher dividends than SWCGX: HBLRX (2.80) vs SWCGX (2.66). HBLRX was incepted earlier than SWCGX: HBLRX (16 years) vs SWCGX (31 years). HBLRX (1.27) is less costly to investors than SWCGX (0.49). HBLRX is a more actively managed with annual turnover of: 90.00 vs. SWCGX (23.00). HBLRX (0) and SWCGX (0) have matching initial minimum investment requirements. SWCGX annual gain was more profitable for investors over the last year : 9.13 vs. HBLRX (5.49). HBLRX return over 5 years is better than : 2.98 vs. SWCGX (0.38).
| HBLRX | SWCGX | HBLRX / SWCGX | |
| Total Expense Ratio | 1.27 | 0.49 | 259% |
| Annual Report Gross Expense Ratio | 1.27 | 0.49 | 259% |
| Fund Existence | 16 years | 31 years | - |
| Gain YTD | 2.993 | 4.884 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.2B | 213M | 5,258% |
| Annual Yield % from dividends | 2.80 | 2.66 | 105% |
| Returns for 1 year | 5.49 | 9.13 | 60% |
| Returns for 3 years | 19.06 | 15.12 | 126% |
| Returns for 5 years | 2.98 | 0.38 | 787% |
| Returns for 10 years | 36.14 | 28.79 | 126% |
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