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FBTAX vs HLHIX
FBTAX vs HLHIX Comparison Chart in %
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FBTAX vs. HLHIX commentary
Aug 02, 2025
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 FBTAX is a Buy and HLHIX is a Hold.
FUNDAMENTALS
Fundamentals
FBTAX has more cash in the bank: 1.3B vs. HLHIX (98.6M). FBTAX pays higher dividends than HLHIX: FBTAX (2.74) vs HLHIX (0.00). FBTAX was incepted earlier than HLHIX: FBTAX (25 years) vs HLHIX (11 years). HLHIX (1.12) is less costly to investors than FBTAX (0.96). FBTAX is a more actively managed with annual turnover of: 73.00 vs. HLHIX (6.00). FBTAX has a lower initial minimum investment than HLHIX: FBTAX (0) vs HLHIX (1000000). FBTAX annual gain was more profitable for investors over the last year : -10.42 vs. HLHIX (-16.90). FBTAX return over 5 years is better than : -4.60 vs. HLHIX (-26.46).
| FBTAX | HLHIX | FBTAX / HLHIX | |
| Total Expense Ratio | 0.96 | 1.05 | 91% |
| Annual Report Gross Expense Ratio | 0.96 | 1.12 | 86% |
| Fund Existence | 25 years | 11 years | - |
| Gain YTD | 3.749 | -7.805 | -48% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.3B | 98.6M | 1,314% |
| Annual Yield % from dividends | 2.74 | 0.00 | - |
| Returns for 1 year | -10.42 | -16.90 | 62% |
| Returns for 3 years | 34.78 | -16.82 | -207% |
| Returns for 5 years | -4.60 | -26.46 | 17% |
| Returns for 10 years | -6.38 | -33.60 | 19% |
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