Interact to see
Advertisement
Advertisement
FFNAX vs HBLCX
FFNAX vs HBLCX Comparison
Open Charts FFNAX vs HBLCX
FFNAX vs HBLCX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FFNAX vs. HBLCX commentary
Jun 04, 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 FFNAX is a Buy and HBLCX is a Hold.
FUNDAMENTALS
Fundamentals
HBLCX has more cash in the bank: 11.2B vs. FFNAX (2.81B). HBLCX pays higher dividends than FFNAX: HBLCX (2.49) vs FFNAX (2.15). FFNAX was incepted earlier than HBLCX: FFNAX (19 years) vs HBLCX (20 years). HBLCX (1.65) is less costly to investors than FFNAX (0.80). HBLCX is a more actively managed with annual turnover of: 90.00 vs. FFNAX (27.00). FFNAX has a lower initial minimum investment than HBLCX: FFNAX (0) vs HBLCX (2000). HBLCX IRA initial investment is lower compared to FFNAX: HBLCX (2000) vs FFNAX (500). FFNAX annual gain was more profitable for investors over the last year : 15.57 vs. HBLCX (5.80). FFNAX return over 5 years is better than : 21.85 vs. HBLCX (1.37).
| FFNAX | HBLCX | FFNAX / HBLCX | |
| Total Expense Ratio | 0.78 | 1.65 | 47% |
| Annual Report Gross Expense Ratio | 0.80 | 1.65 | 48% |
| Fund Existence | 19 years | 20 years | - |
| Gain YTD | 7.082 | 3.107 | 228% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | 500 | 2000 | 25% |
| Net Assets | 2.81B | 11.2B | 25% |
| Annual Yield % from dividends | 2.15 | 2.49 | 86% |
| Returns for 1 year | 15.57 | 5.80 | 268% |
| Returns for 3 years | 34.82 | 17.53 | 199% |
| Returns for 5 years | 21.85 | 1.37 | 1,600% |
| Returns for 10 years | 63.98 | 31.32 | 204% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement