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FTAAX vs HBLAX
FTAAX vs HBLAX Comparison
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FTAAX vs HBLAX Comparison Chart in %
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FTAAX vs. HBLAX commentary
Aug 23, 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 FTAAX is a StrongBuy and HBLAX is a Buy.
FUNDAMENTALS
Fundamentals
HBLAX has more cash in the bank: 11.1B vs. FTAAX (2.19B). HBLAX pays higher dividends than FTAAX: HBLAX (3.15) vs FTAAX (2.44). FTAAX was incepted earlier than HBLAX: FTAAX (19 years) vs HBLAX (20 years). HBLAX (0.89) is less costly to investors than FTAAX (0.80). HBLAX is a more actively managed with annual turnover of: 90.00 vs. FTAAX (24.00). FTAAX (6%) and HBLAX (6%) have equivalent initial investment costs. FTAAX has a lower initial minimum investment than HBLAX: FTAAX (0) vs HBLAX (2000). HBLAX IRA initial investment is lower compared to FTAAX: HBLAX (2000) vs FTAAX (500). FTAAX annual gain was more profitable for investors over the last year : 10.58 vs. HBLAX (4.92). FTAAX return over 5 years is better than : 17.75 vs. HBLAX (6.14).
| FTAAX | HBLAX | FTAAX / HBLAX | |
| Total Expense Ratio | 0.77 | 0.89 | 87% |
| Annual Report Gross Expense Ratio | 0.80 | 0.89 | 90% |
| Fund Existence | 19 years | 20 years | - |
| Gain YTD | 5.992 | 5.964 | 100% |
| Front Load | 6% | 6% | 105% |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | 500 | 2000 | 25% |
| Net Assets | 2.19B | 11.1B | 20% |
| Annual Yield % from dividends | 2.44 | 3.15 | 77% |
| Returns for 1 year | 10.58 | 4.92 | 215% |
| Returns for 3 years | 32.37 | 23.09 | 140% |
| Returns for 5 years | 17.75 | 6.14 | 289% |
| Returns for 10 years | 49.87 | 39.11 | 128% |
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