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FTAAX vs HBLRX
FTAAX vs HBLRX Comparison
Open Charts FTAAX vs HBLRX
FTAAX vs HBLRX Comparison Chart in %
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FTAAX vs. HBLRX 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 HBLRX is a Hold.
FUNDAMENTALS
Fundamentals
HBLRX has more cash in the bank: 10.9B vs. FTAAX (2.21B). HBLRX pays higher dividends than FTAAX: HBLRX (2.74) vs FTAAX (2.47). 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 : 7.31 vs. HBLRX (0.88). FTAAX return over 5 years is better than : 16.03 vs. HBLRX (2.74).
| 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 | 5.193 | 3.850 | 135% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | 500 | N/A | - |
| Net Assets | 2.21B | 10.9B | 20% |
| Annual Yield % from dividends | 2.47 | 2.74 | 90% |
| Returns for 1 year | 7.31 | 0.88 | 829% |
| Returns for 3 years | 30.01 | 18.49 | 162% |
| Returns for 5 years | 16.03 | 2.74 | 585% |
| Returns for 10 years | 50.45 | 34.74 | 145% |
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