HBLCX | SPBAX | HBLCX / SPBAX | |
Total Expense Ratio | 1.64 | 0.78 | 210% |
Annual Report Gross Expense Ratio | 1.64 | 0.97 | 169% |
Fund Existence | 19 years | 29 years | - |
Gain YTD | 5.658 | 4.970 | 114% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 2000 | 2500 | 80% |
Min. Initial Investment IRA | 2000 | N/A | - |
Net Assets | 12B | 60.9M | 19,704% |
Annual Yield % from dividends | 2.63 | 2.94 | 90% |
Returns for 1 year | 5.76 | 4.95 | 116% |
Returns for 3 years | 13.44 | 17.48 | 77% |
Returns for 5 years | 13.60 | 12.15 | 112% |
Returns for 10 years | 31.78 | 34.78 | 91% |