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HBLSX vs SWKRX
HBLSX vs SWKRX Comparison
Open Charts HBLSX vs SWKRX
HBLSX vs SWKRX Comparison Chart in %
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HBLSX vs. SWKRX commentary
Jun 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 HBLSX is a Buy and SWKRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 11.1B vs. SWKRX (82M). SWKRX pays higher dividends than HBLSX: SWKRX (4.25) vs HBLSX (3.08). HBLSX was incepted earlier than SWKRX: HBLSX (16 years) vs SWKRX (18 years). HBLSX (0.96) is less costly to investors than SWKRX (0.33). HBLSX is a more actively managed with annual turnover of: 90.00 vs. SWKRX (25.00). HBLSX (0) and SWKRX (0) have matching initial minimum investment requirements. SWKRX annual gain was more profitable for investors over the last year : 12.43 vs. HBLSX (4.93). SWKRX return over 5 years is better than : 13.72 vs. HBLSX (5.77).
| HBLSX | SWKRX | HBLSX / SWKRX | |
| Total Expense Ratio | 0.96 | 0.21 | 457% |
| Annual Report Gross Expense Ratio | 0.96 | 0.33 | 291% |
| Fund Existence | 16 years | 18 years | - |
| Gain YTD | 3.539 | 6.176 | 57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.1B | 82M | 13,537% |
| Annual Yield % from dividends | 3.08 | 4.25 | 72% |
| Returns for 1 year | 4.93 | 12.43 | 40% |
| Returns for 3 years | 19.99 | 32.31 | 62% |
| Returns for 5 years | 5.77 | 13.72 | 42% |
| Returns for 10 years | 41.87 | 38.36 | 109% |
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