HBLRX
Price
$15.02
Change
+$0.03 (+0.20%)
Updated
Jun 2 closing price
Net Assets
11.22B
USBLX
Price
$31.92
Change
+$0.06 (+0.19%)
Updated
Jun 2 closing price
Net Assets
932.41M
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HBLRX vs USBLX

Header iconHBLRX vs USBLX Comparison
Open Charts HBLRX vs USBLXBanner chart's image
HBLRX vs USBLX Comparison Chart in %
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HBLRX vs. USBLX commentary
Jun 04, 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 USBLX is a Hold.

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FUNDAMENTALS
Fundamentals
HBLRX has more cash in the bank: 11.2B vs. USBLX (932M). HBLRX pays higher dividends than USBLX: HBLRX (2.80) vs USBLX (2.01). HBLRX was incepted earlier than USBLX: HBLRX (16 years) vs USBLX (37 years). HBLRX (1.27) is less costly to investors than USBLX (0.50). HBLRX is a more actively managed with annual turnover of: 90.00 vs. USBLX (17.00). HBLRX has a lower initial minimum investment than USBLX: HBLRX (0) vs USBLX (3000). USBLX annual gain was more profitable for investors over the last year : 17.70 vs. HBLRX (6.28). USBLX return over 5 years is better than : 39.52 vs. HBLRX (3.69).
HBLRXUSBLXHBLRX / USBLX
Total Expense Ratio1.270.50254%
Annual Report Gross Expense Ratio1.270.50254%
Fund Existence16 years37 years-
Gain YTD3.1996.50249%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/A3000-
Net Assets11.2B932M1,202%
Annual Yield % from dividends2.802.01139%
Returns for 1 year6.2817.7036%
Returns for 3 years19.1244.1543%
Returns for 5 years3.6939.529%
Returns for 10 years36.81107.2034%
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