HBLSX
Price
$15.03
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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HBLSX vs USBLX

Header iconHBLSX vs USBLX Comparison
Open Charts HBLSX vs USBLXBanner chart's image
HBLSX vs USBLX Comparison Chart in %
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HBLSX 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 HBLSX is a Hold and USBLX is a Hold.

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FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 11.2B vs. USBLX (932M). HBLSX pays higher dividends than USBLX: HBLSX (3.08) vs USBLX (2.01). HBLSX was incepted earlier than USBLX: HBLSX (16 years) vs USBLX (37 years). HBLSX (0.96) is less costly to investors than USBLX (0.50). HBLSX is a more actively managed with annual turnover of: 90.00 vs. USBLX (17.00). HBLSX has a lower initial minimum investment than USBLX: HBLSX (0) vs USBLX (3000). USBLX annual gain was more profitable for investors over the last year : 17.70 vs. HBLSX (6.60). USBLX return over 5 years is better than : 39.52 vs. HBLSX (5.17).
HBLSXUSBLXHBLSX / USBLX
Total Expense Ratio0.960.50192%
Annual Report Gross Expense Ratio0.960.50192%
Fund Existence16 years37 years-
Gain YTD3.2646.50250%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/A3000-
Net Assets11.2B932M1,202%
Annual Yield % from dividends3.082.01153%
Returns for 1 year6.6017.7037%
Returns for 3 years20.1144.1546%
Returns for 5 years5.1739.5213%
Returns for 10 years40.46107.2038%
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