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HBLYX vs SWKRX
HBLYX vs SWKRX Comparison
Open Charts HBLYX vs SWKRX
HBLYX vs SWKRX Comparison Chart in %
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HBLYX 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 HBLYX is a Buy and SWKRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 11.1B vs. SWKRX (82M). SWKRX pays higher dividends than HBLYX: SWKRX (4.25) vs HBLYX (3.33). HBLYX was incepted earlier than SWKRX: HBLYX (20 years) vs SWKRX (18 years). HBLYX (0.67) is less costly to investors than SWKRX (0.33). HBLYX is a more actively managed with annual turnover of: 90.00 vs. SWKRX (25.00). SWKRX has a lower initial minimum investment than HBLYX: SWKRX (0) vs HBLYX (250000). SWKRX annual gain was more profitable for investors over the last year : 12.43 vs. HBLYX (5.34). SWKRX return over 5 years is better than : 13.72 vs. HBLYX (7.57).
| HBLYX | SWKRX | HBLYX / SWKRX | |
| Total Expense Ratio | 0.67 | 0.21 | 319% |
| Annual Report Gross Expense Ratio | 0.67 | 0.33 | 203% |
| Fund Existence | 20 years | 18 years | - |
| Gain YTD | 3.800 | 6.176 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.1B | 82M | 13,537% |
| Annual Yield % from dividends | 3.33 | 4.25 | 78% |
| Returns for 1 year | 5.34 | 12.43 | 43% |
| Returns for 3 years | 21.27 | 32.31 | 66% |
| Returns for 5 years | 7.57 | 13.72 | 55% |
| Returns for 10 years | 46.18 | 38.36 | 120% |
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