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HBLTX vs SWKRX
HBLTX vs SWKRX Comparison
Open Charts HBLTX vs SWKRX
HBLTX vs SWKRX Comparison Chart in %
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HBLTX 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 HBLTX is a Buy and SWKRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLTX has more cash in the bank: 11.1B vs. SWKRX (82M). SWKRX pays higher dividends than HBLTX: SWKRX (4.25) vs HBLTX (3.37). HBLTX was incepted earlier than SWKRX: HBLTX (16 years) vs SWKRX (18 years). HBLTX (0.67) is less costly to investors than SWKRX (0.33). HBLTX is a more actively managed with annual turnover of: 90.00 vs. SWKRX (25.00). HBLTX (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. HBLTX (5.25). SWKRX return over 5 years is better than : 13.72 vs. HBLTX (7.40).
| HBLTX | SWKRX | HBLTX / SWKRX | |
| Total Expense Ratio | 0.67 | 0.21 | 319% |
| Annual Report Gross Expense Ratio | 0.67 | 0.33 | 203% |
| Fund Existence | 16 years | 18 years | - |
| Gain YTD | 3.770 | 6.176 | 61% |
| 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 | 3.37 | 4.25 | 79% |
| Returns for 1 year | 5.25 | 12.43 | 42% |
| Returns for 3 years | 21.15 | 32.31 | 65% |
| Returns for 5 years | 7.40 | 13.72 | 54% |
| Returns for 10 years | 45.58 | 38.36 | 119% |
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