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FTAAX vs HBLIX
FTAAX vs HBLIX Comparison
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FTAAX vs HBLIX Comparison Chart in %
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FTAAX vs. HBLIX 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 HBLIX is a Hold.
FUNDAMENTALS
Fundamentals
HBLIX has more cash in the bank: 10.9B vs. FTAAX (2.21B). HBLIX pays higher dividends than FTAAX: HBLIX (3.34) vs FTAAX (2.47). FTAAX was incepted earlier than HBLIX: FTAAX (19 years) vs HBLIX (17 years). FTAAX (0.80) is less costly to investors than HBLIX (0.66). HBLIX is a more actively managed with annual turnover of: 90.00 vs. FTAAX (24.00). FTAAX has a lower initial minimum investment than HBLIX: FTAAX (0) vs HBLIX (2000). FTAAX annual gain was more profitable for investors over the last year : 7.31 vs. HBLIX (1.45). FTAAX return over 5 years is better than : 16.03 vs. HBLIX (5.88).
| FTAAX | HBLIX | FTAAX / HBLIX | |
| Total Expense Ratio | 0.77 | 0.66 | 117% |
| Annual Report Gross Expense Ratio | 0.80 | 0.66 | 121% |
| Fund Existence | 19 years | 17 years | - |
| Gain YTD | 5.193 | 4.261 | 122% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | 500 | N/A | - |
| Net Assets | 2.21B | 10.9B | 20% |
| Annual Yield % from dividends | 2.47 | 3.34 | 74% |
| Returns for 1 year | 7.31 | 1.45 | 505% |
| Returns for 3 years | 30.01 | 20.68 | 145% |
| Returns for 5 years | 16.03 | 5.88 | 272% |
| Returns for 10 years | 50.45 | 42.03 | 120% |
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