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HBLSX vs HBLVX
HBLSX vs HBLVX Comparison
Open Charts HBLSX vs HBLVX
HBLSX vs HBLVX Comparison Chart in %
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HBLSX vs. HBLVX commentary
Jun 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 HBLSX is a Hold and HBLVX is a Hold.
FUNDAMENTALS
Fundamentals
HBLSX (11.2B) and HBLVX (11.2B) have equal amount of cash in the bank . HBLVX pays higher dividends than HBLSX: HBLVX (3.44) vs HBLSX (3.08). HBLSX was incepted earlier than HBLVX: HBLSX (16 years) vs HBLVX (12 years). HBLSX (0.96) is less costly to investors than HBLVX (0.56). HBLSX (90.00) and HBLVX (90.00) have comparable annual turnover. HBLSX (0) and HBLVX (0) have matching initial minimum investment requirements. HBLVX annual gain was more profitable for investors over the last year : 7.11 vs. HBLSX (6.60). HBLVX return over 5 years is better than : 7.56 vs. HBLSX (5.17).
| HBLSX | HBLVX | HBLSX / HBLVX | |
| Total Expense Ratio | 0.96 | 0.56 | 171% |
| Annual Report Gross Expense Ratio | 0.96 | 0.56 | 171% |
| Fund Existence | 16 years | 12 years | - |
| Gain YTD | 3.264 | 3.559 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.2B | 11.2B | 100% |
| Annual Yield % from dividends | 3.08 | 3.44 | 90% |
| Returns for 1 year | 6.60 | 7.11 | 93% |
| Returns for 3 years | 20.11 | 21.80 | 92% |
| Returns for 5 years | 5.17 | 7.56 | 68% |
| Returns for 10 years | 40.46 | 45.86 | 88% |
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