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HBSGX vs VEXRX
HBSGX vs VEXRX Comparison
Open Charts HBSGX vs VEXRX
HBSGX vs VEXRX Comparison Chart in %
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HBSGX vs. VEXRX commentary
Jun 28, 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 HBSGX is a Hold and VEXRX is a Buy.
FUNDAMENTALS
Fundamentals
VEXRX has more cash in the bank: 22.4B vs. HBSGX (657M). HBSGX pays higher dividends than VEXRX: HBSGX (2.32) vs VEXRX (0.49). HBSGX was incepted earlier than VEXRX: HBSGX (24 years) vs VEXRX (25 years). HBSGX (0.91) is less costly to investors than VEXRX (0.28). HBSGX is a more actively managed with annual turnover of: 86.00 vs. VEXRX (51.00). HBSGX has a lower initial minimum investment than VEXRX: HBSGX (0) vs VEXRX (50000). VEXRX annual gain was more profitable for investors over the last year : 19.68 vs. HBSGX (10.11). VEXRX return over 5 years is better than : -7.44 vs. HBSGX (-26.63).
| HBSGX | VEXRX | HBSGX / VEXRX | |
| Total Expense Ratio | 0.91 | 0.28 | 325% |
| Annual Report Gross Expense Ratio | 0.91 | 0.28 | 325% |
| Fund Existence | 24 years | 25 years | - |
| Gain YTD | 22.626 | 17.912 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 50000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 657M | 22.4B | 3% |
| Annual Yield % from dividends | 2.32 | 0.49 | 473% |
| Returns for 1 year | 10.11 | 19.68 | 51% |
| Returns for 3 years | 26.60 | 32.57 | 82% |
| Returns for 5 years | -26.63 | -7.44 | 358% |
| Returns for 10 years | 22.88 | 73.47 | 31% |
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