HBLTX
Price
$15.10
Change
+$0.11 (+0.73%)
Updated
Jul 2 closing price
Net Assets
11.2B
HBLYX
Price
$15.23
Change
+$0.11 (+0.73%)
Updated
Jul 2 closing price
Net Assets
11.2B
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HBLTX vs HBLYX

HBLTX vs HBLYX Comparison Chart in %
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HBLTX vs. HBLYX commentary
Jul 05, 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 HBLTX is a Buy and HBLYX is a Buy.

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FUNDAMENTALS
Fundamentals
HBLTX (11.2B) and HBLYX (11.2B) have equal amount of cash in the bank . HBLTX (3.36) and HBLYX (3.32) have matching dividends . HBLTX was incepted earlier than HBLYX: HBLTX (16 years) vs HBLYX (20 years). HBLTX (0.67) and HBLYX (0.67) have similar cost to investors . HBLTX (90.00) and HBLYX (90.00) have comparable annual turnover. HBLTX has a lower initial minimum investment than HBLYX: HBLTX (0) vs HBLYX (250000). HBLYX (5.00) and HBLTX (4.98) have marching annual gain over last year. HBLYX (7.68) and HBLTX (7.66) have equivalent 5 years return.
HBLTXHBLYXHBLTX / HBLYX
Total Expense Ratio0.670.67100%
Annual Report Gross Expense Ratio0.670.67100%
Fund Existence16 years20 years-
Gain YTD4.8544.802101%
Front LoadN/AN/A-
Min. Initial Investment0250000-
Min. Initial Investment IRAN/AN/A-
Net Assets11.2B11.2B100%
Annual Yield % from dividends3.363.32101%
Returns for 1 year4.985.00100%
Returns for 3 years20.7420.78100%
Returns for 5 years7.667.68100%
Returns for 10 years43.7744.1399%
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