HBLRX
Price
$15.07
Change
-$0.00 (-0.00%)
Updated
Jul 31 closing price
Net Assets
11.08B
USBLX
Price
$31.35
Change
+$0.09 (+0.29%)
Updated
Jul 31 closing price
Net Assets
921.68M
Interact to see
Advertisement

HBLRX vs USBLX

HBLRX vs USBLX Comparison Chart in %
View a ticker or compare two or three
VS
HBLRX vs. USBLX commentary
Aug 03, 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 USBLX is a Buy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
HBLRX has more cash in the bank: 11.1B vs. USBLX (922M). HBLRX pays higher dividends than USBLX: HBLRX (2.76) vs USBLX (2.26). HBLRX was incepted earlier than USBLX: HBLRX (16 years) vs USBLX (38 years). HBLRX (1.27) is less costly to investors than USBLX (0.52). HBLRX is a more actively managed with annual turnover of: 90.00 vs. USBLX (16.00). 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 : 12.45 vs. HBLRX (5.06). USBLX return over 5 years is better than : 34.17 vs. HBLRX (3.85).
HBLRXUSBLXHBLRX / USBLX
Total Expense Ratio1.270.52244%
Annual Report Gross Expense Ratio1.270.52244%
Fund Existence16 years38 years-
Gain YTD4.4745.55381%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/A3000-
Net Assets11.1B922M1,204%
Annual Yield % from dividends2.762.26122%
Returns for 1 year5.0612.4541%
Returns for 3 years16.8437.5545%
Returns for 5 years3.8534.1711%
Returns for 10 years35.16102.0734%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
DEMCX49.612.48
+5.26%
Nomura Emerging Markets C
FLRAX47.570.52
+1.11%
Nuveen Large Cap Select A
FIQVX41.32-0.01
-0.02%
Fidelity Advisor Convertible Secs Z
NAEFX86.53-0.12
-0.14%
New Alternatives Investor
HWSIX93.95-0.31
-0.33%
Hotchkis & Wiley Small Cap Value I