Interact to see
Advertisement
Advertisement
FTAAX vs HBLRX
FTAAX vs HBLRX Comparison
Open Charts FTAAX vs HBLRX
FTAAX vs HBLRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FTAAX vs. HBLRX 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 HBLRX is a Buy.
FUNDAMENTALS
Fundamentals
HBLRX has more cash in the bank: 11.1B vs. FTAAX (2.19B). HBLRX pays higher dividends than FTAAX: HBLRX (2.76) vs FTAAX (2.44). FTAAX was incepted earlier than HBLRX: FTAAX (19 years) vs HBLRX (16 years). HBLRX (1.27) is less costly to investors than FTAAX (0.80). HBLRX is a more actively managed with annual turnover of: 90.00 vs. FTAAX (24.00). FTAAX (0) and HBLRX (0) have matching initial minimum investment requirements. FTAAX annual gain was more profitable for investors over the last year : 10.58 vs. HBLRX (4.55). FTAAX return over 5 years is better than : 17.75 vs. HBLRX (4.28).
| FTAAX | HBLRX | FTAAX / HBLRX | |
| Total Expense Ratio | 0.77 | 1.27 | 61% |
| Annual Report Gross Expense Ratio | 0.80 | 1.27 | 63% |
| Fund Existence | 19 years | 16 years | - |
| Gain YTD | 5.992 | 5.721 | 105% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | 500 | N/A | - |
| Net Assets | 2.19B | 11.1B | 20% |
| Annual Yield % from dividends | 2.44 | 2.76 | 88% |
| Returns for 1 year | 10.58 | 4.55 | 233% |
| Returns for 3 years | 32.37 | 21.77 | 149% |
| Returns for 5 years | 17.75 | 4.28 | 415% |
| Returns for 10 years | 49.87 | 34.84 | 143% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers