HBLCX | SPDCX | HBLCX / SPDCX | |
Total Expense Ratio | 1.64 | 1.78 | 92% |
Annual Report Gross Expense Ratio | 1.64 | 2.07 | 79% |
Fund Existence | 19 years | 25 years | - |
Gain YTD | 6.022 | 4.918 | 122% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 2000 | 1000 | 200% |
Min. Initial Investment IRA | 2000 | N/A | - |
Net Assets | 11.9B | 61.1M | 19,476% |
Annual Yield % from dividends | 2.63 | 1.97 | 134% |
Returns for 1 year | 4.21 | 4.45 | 94% |
Returns for 3 years | 11.90 | 13.39 | 89% |
Returns for 5 years | 10.80 | 5.33 | 202% |
Returns for 10 years | 32.33 | 22.47 | 144% |