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FTANX vs HBLCX
FTANX vs HBLCX Comparison
Open Charts FTANX vs HBLCX
FTANX vs HBLCX Comparison Chart in %
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FTANX vs. HBLCX commentary
Jun 03, 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 FTANX is a Buy and HBLCX is a Hold.
FUNDAMENTALS
Fundamentals
HBLCX has more cash in the bank: 11.2B vs. FTANX (2.27B). FTANX pays higher dividends than HBLCX: FTANX (2.71) vs HBLCX (2.49). FTANX was incepted earlier than HBLCX: FTANX (19 years) vs HBLCX (20 years). HBLCX (1.65) is less costly to investors than FTANX (0.53). HBLCX is a more actively managed with annual turnover of: 90.00 vs. FTANX (24.00). FTANX has a lower initial minimum investment than HBLCX: FTANX (0) vs HBLCX (2000). HBLCX IRA initial investment is lower compared to FTANX: HBLCX (2000) vs FTANX (500). FTANX annual gain was more profitable for investors over the last year : 14.50 vs. HBLCX (5.80). FTANX return over 5 years is better than : 21.21 vs. HBLCX (1.37).
| FTANX | HBLCX | FTANX / HBLCX | |
| Total Expense Ratio | 0.50 | 1.65 | 30% |
| Annual Report Gross Expense Ratio | 0.53 | 1.65 | 32% |
| Fund Existence | 19 years | 20 years | - |
| Gain YTD | 5.708 | 3.107 | 184% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | 500 | 2000 | 25% |
| Net Assets | 2.27B | 11.2B | 20% |
| Annual Yield % from dividends | 2.71 | 2.49 | 109% |
| Returns for 1 year | 14.50 | 5.80 | 250% |
| Returns for 3 years | 31.59 | 17.53 | 180% |
| Returns for 5 years | 21.21 | 1.37 | 1,553% |
| Returns for 10 years | 57.99 | 31.32 | 185% |
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