FFNIX
Price
$15.07
Change
-$0.02 (-0.13%)
Updated
Jun 22 closing price
Net Assets
2.81B
HBLCX
Price
$14.61
Change
-$0.02 (-0.14%)
Updated
Jun 22 closing price
Net Assets
11.14B
Interact to see
Advertisement

FFNIX vs HBLCX

FFNIX vs HBLCX Comparison Chart in %
View a ticker or compare two or three
VS
FFNIX vs. HBLCX commentary
Jun 24, 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 FFNIX is a Hold and HBLCX is a Buy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
HBLCX has more cash in the bank: 11.1B vs. FFNIX (2.81B). HBLCX (2.49) and FFNIX (2.39) have matching dividends . FFNIX was incepted earlier than HBLCX: FFNIX (19 years) vs HBLCX (20 years). HBLCX (1.65) is less costly to investors than FFNIX (0.55). HBLCX is a more actively managed with annual turnover of: 90.00 vs. FFNIX (27.00). FFNIX has a lower initial minimum investment than HBLCX: FFNIX (0) vs HBLCX (2000). HBLCX IRA initial investment is lower compared to FFNIX: HBLCX (2000) vs FFNIX (500). FFNIX annual gain was more profitable for investors over the last year : 15.64 vs. HBLCX (4.98). FFNIX return over 5 years is better than : 22.92 vs. HBLCX (2.39).
FFNIXHBLCXFFNIX / HBLCX
Total Expense Ratio0.531.6532%
Annual Report Gross Expense Ratio0.551.6533%
Fund Existence19 years20 years-
Gain YTD7.5873.319229%
Front LoadN/AN/A-
Min. Initial Investment02000-
Min. Initial Investment IRA500200025%
Net Assets2.81B11.1B25%
Annual Yield % from dividends2.392.4996%
Returns for 1 year15.644.98314%
Returns for 3 years36.0417.42207%
Returns for 5 years22.922.39957%
Returns for 10 years71.0932.68218%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
FITIX27.49N/A
N/A
Fidelity Advisor Mid Cap II M
EMCCX64.04N/A
N/A
Empiric Class C
GWEZX38.13N/A
N/A
AMG GW&K Small Cap Core Z
SOIVX40.32N/A
N/A
Spirit of America Large Cap Value Inst
OAYLX88.29-0.35
-0.39%
Oakmark Select Advisor