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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
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 HBLIX is a Buy.
FUNDAMENTALS
Fundamentals
HBLIX has more cash in the bank: 11.1B vs. FTAAX (2.19B). HBLIX pays higher dividends than FTAAX: HBLIX (3.37) vs FTAAX (2.44). 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 : 10.58 vs. HBLIX (5.08). FTAAX return over 5 years is better than : 17.75 vs. HBLIX (7.41).
| 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 | 5.992 | 6.081 | 99% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | 500 | N/A | - |
| Net Assets | 2.19B | 11.1B | 20% |
| Annual Yield % from dividends | 2.44 | 3.37 | 73% |
| Returns for 1 year | 10.58 | 5.08 | 208% |
| Returns for 3 years | 32.37 | 23.95 | 135% |
| Returns for 5 years | 17.75 | 7.41 | 239% |
| Returns for 10 years | 49.87 | 42.05 | 119% |
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