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FTAAX vs HBLCX
FTAAX vs HBLCX Comparison
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FTAAX vs HBLCX Comparison Chart in %
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FTAAX vs. HBLCX commentary
Sep 12, 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 HBLCX is a Hold.
FUNDAMENTALS
Fundamentals
HBLCX has more cash in the bank: 10.9B vs. FTAAX (2.21B). FTAAX (2.47) and HBLCX (2.43) 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 : 7.31 vs. HBLCX (0.36). FTAAX return over 5 years is better than : 16.03 vs. HBLCX (0.41).
| 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 | 5.193 | 3.595 | 144% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | 500 | 2000 | 25% |
| Net Assets | 2.21B | 10.9B | 20% |
| Annual Yield % from dividends | 2.47 | 2.43 | 101% |
| Returns for 1 year | 7.31 | 0.36 | 2,028% |
| Returns for 3 years | 30.01 | 16.90 | 178% |
| Returns for 5 years | 16.03 | 0.41 | 3,955% |
| Returns for 10 years | 50.45 | 29.41 | 172% |
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