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FTAAX vs HBLCX
FTAAX vs HBLCX Comparison
Open Charts FTAAX vs HBLCX
FTAAX vs HBLCX Comparison Chart in %
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FTAAX 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 FTAAX is a Hold and HBLCX is a Hold.
FUNDAMENTALS
Fundamentals
HBLCX has more cash in the bank: 11.1B vs. FTAAX (2.27B). HBLCX (2.49) and FTAAX (2.46) have matching dividends . FTAAX was incepted earlier than HBLCX: FTAAX (19 years) vs HBLCX (20 years). HBLCX (1.65) is less costly to investors than FTAAX (0.80). HBLCX is a more actively managed with annual turnover of: 90.00 vs. FTAAX (24.00). FTAAX has a lower initial minimum investment than HBLCX: FTAAX (0) vs HBLCX (2000). HBLCX IRA initial investment is lower compared to FTAAX: HBLCX (2000) vs FTAAX (500). FTAAX annual gain was more profitable for investors over the last year : 13.76 vs. HBLCX (4.98). FTAAX return over 5 years is better than : 19.03 vs. HBLCX (2.39).
| FTAAX | HBLCX | FTAAX / HBLCX | |
| Total Expense Ratio | 0.77 | 1.65 | 47% |
| Annual Report Gross Expense Ratio | 0.80 | 1.65 | 48% |
| Fund Existence | 19 years | 20 years | - |
| Gain YTD | 5.952 | 3.319 | 179% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | 500 | 2000 | 25% |
| Net Assets | 2.27B | 11.1B | 20% |
| Annual Yield % from dividends | 2.46 | 2.49 | 99% |
| Returns for 1 year | 13.76 | 4.98 | 276% |
| Returns for 3 years | 30.53 | 17.42 | 175% |
| Returns for 5 years | 19.03 | 2.39 | 795% |
| Returns for 10 years | 55.18 | 32.68 | 169% |
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