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CSTAX vs HBLAX
CSTAX vs HBLAX Comparison
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CSTAX vs HBLAX Comparison Chart in %
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CSTAX vs. HBLAX commentary
Sep 13, 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 CSTAX is a Hold and HBLAX is a Hold.
FUNDAMENTALS
Fundamentals
HBLAX has more cash in the bank: 10.9B vs. CSTAX (3.88B). CSTAX pays higher dividends than HBLAX: CSTAX (3.34) vs HBLAX (3.13). CSTAX was incepted earlier than HBLAX: CSTAX (14 years) vs HBLAX (20 years). HBLAX (0.89) is less costly to investors than CSTAX (0.67). HBLAX is a more actively managed with annual turnover of: 90.00 vs. CSTAX (21.00). HBLAX initial investment is less costly to investors than CSTAX (4%) vs CSTAX (4%). CSTAX has a lower initial minimum investment than HBLAX: CSTAX (250) vs HBLAX (2000). HBLAX annual gain was more profitable for investors over the last year : 1.49 vs. CSTAX (0.24). HBLAX return over 5 years is better than : 4.91 vs. CSTAX (3.26).
| CSTAX | HBLAX | CSTAX / HBLAX | |
| Total Expense Ratio | 0.67 | 0.89 | 75% |
| Annual Report Gross Expense Ratio | 0.67 | 0.89 | 75% |
| Fund Existence | 14 years | 20 years | - |
| Gain YTD | 0.733 | 4.356 | 17% |
| Front Load | 4% | 6% | 64% |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | 2000 | - |
| Net Assets | 3.88B | 10.9B | 36% |
| Annual Yield % from dividends | 3.34 | 3.13 | 107% |
| Returns for 1 year | 0.24 | 1.49 | 16% |
| Returns for 3 years | 19.18 | 20.08 | 96% |
| Returns for 5 years | 3.26 | 4.91 | 66% |
| Returns for 10 years | 29.05 | 39.37 | 74% |
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