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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 03, 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 Buy and HBLCX is a Hold.
FUNDAMENTALS
Fundamentals
HBLCX has more cash in the bank: 11.2B 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 : 14.18 vs. HBLCX (5.80). FTAAX return over 5 years is better than : 19.41 vs. HBLCX (1.37).
| 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 | 5.614 | 3.107 | 181% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | 500 | 2000 | 25% |
| Net Assets | 2.27B | 11.2B | 20% |
| Annual Yield % from dividends | 2.46 | 2.49 | 99% |
| Returns for 1 year | 14.18 | 5.80 | 244% |
| Returns for 3 years | 30.46 | 17.53 | 174% |
| Returns for 5 years | 19.41 | 1.37 | 1,421% |
| Returns for 10 years | 53.34 | 31.32 | 170% |
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