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CTSEX vs HBLAX
CTSEX vs HBLAX Comparison
Open Charts CTSEX vs HBLAX
CTSEX vs HBLAX Comparison Chart in %
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CTSEX 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 CTSEX is a Hold and HBLAX is a Hold.
FUNDAMENTALS
Fundamentals
HBLAX has more cash in the bank: 10.9B vs. CTSEX (3.88B). CTSEX (3.14) and HBLAX (3.13) have matching dividends . CTSEX was incepted earlier than HBLAX: CTSEX (14 years) vs HBLAX (20 years). CTSEX (0.90) and HBLAX (0.89) have similar cost to investors . HBLAX is a more actively managed with annual turnover of: 90.00 vs. CTSEX (21.00). CTSEX has a lower initial minimum investment than HBLAX: CTSEX (250) vs HBLAX (2000). HBLAX annual gain was more profitable for investors over the last year : 1.49 vs. CTSEX (-0.08). HBLAX return over 5 years is better than : 4.91 vs. CTSEX (2.00).
| CTSEX | HBLAX | CTSEX / HBLAX | |
| Total Expense Ratio | 0.90 | 0.89 | 101% |
| Annual Report Gross Expense Ratio | 0.90 | 0.89 | 101% |
| Fund Existence | 14 years | 20 years | - |
| Gain YTD | 0.576 | 4.356 | 13% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | 2000 | - |
| Net Assets | 3.88B | 10.9B | 36% |
| Annual Yield % from dividends | 3.14 | 3.13 | 100% |
| Returns for 1 year | -0.08 | 1.49 | -5% |
| Returns for 3 years | 18.29 | 20.08 | 91% |
| Returns for 5 years | 2.00 | 4.91 | 41% |
| Returns for 10 years | 25.97 | 39.37 | 66% |
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