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FIKWX vs HBLAX
FIKWX vs HBLAX Comparison
Open Charts FIKWX vs HBLAX
FIKWX vs HBLAX Comparison Chart in %
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FIKWX vs. HBLAX commentary
Sep 11, 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 FIKWX is a StrongBuy and HBLAX is a Hold.
FUNDAMENTALS
Fundamentals
HBLAX has more cash in the bank: 10.9B vs. FIKWX (2.21B). HBLAX pays higher dividends than FIKWX: HBLAX (3.13) vs FIKWX (2.78). FIKWX was incepted earlier than HBLAX: FIKWX (8 years) vs HBLAX (20 years). HBLAX (0.89) is less costly to investors than FIKWX (0.50). HBLAX is a more actively managed with annual turnover of: 90.00 vs. FIKWX (24.00). FIKWX has a lower initial minimum investment than HBLAX: FIKWX (0) vs HBLAX (2000). FIKWX annual gain was more profitable for investors over the last year : 8.73 vs. HBLAX (2.57). FIKWX return over 5 years is better than : 18.59 vs. HBLAX (5.26).
| FIKWX | HBLAX | FIKWX / HBLAX | |
| Total Expense Ratio | 0.47 | 0.89 | 53% |
| Annual Report Gross Expense Ratio | 0.50 | 0.89 | 56% |
| Fund Existence | 8 years | 20 years | - |
| Gain YTD | 6.044 | 4.706 | 128% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | 2000 | - |
| Net Assets | 2.21B | 10.9B | 20% |
| Annual Yield % from dividends | 2.78 | 3.13 | 89% |
| Returns for 1 year | 8.73 | 2.57 | 339% |
| Returns for 3 years | 31.89 | 20.74 | 154% |
| Returns for 5 years | 18.59 | 5.26 | 354% |
| Returns for 10 years | N/A | 38.44 | - |
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