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FTANX vs HBLIX
FTANX vs HBLIX Comparison
Open Charts FTANX vs HBLIX
FTANX vs HBLIX Comparison Chart in %
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FTANX vs. HBLIX commentary
Jul 25, 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 HBLIX is a Buy.
FUNDAMENTALS
Fundamentals
HBLIX has more cash in the bank: 11B vs. FTANX (2.26B). HBLIX pays higher dividends than FTANX: HBLIX (3.39) vs FTANX (2.70). FTANX was incepted earlier than HBLIX: FTANX (19 years) vs HBLIX (16 years). HBLIX (0.66) is less costly to investors than FTANX (0.53). HBLIX is a more actively managed with annual turnover of: 90.00 vs. FTANX (24.00). FTANX has a lower initial minimum investment than HBLIX: FTANX (0) vs HBLIX (2000). FTANX annual gain was more profitable for investors over the last year : 10.03 vs. HBLIX (3.91). FTANX return over 5 years is better than : 17.85 vs. HBLIX (6.61).
| FTANX | HBLIX | FTANX / HBLIX | |
| Total Expense Ratio | 0.50 | 0.66 | 76% |
| Annual Report Gross Expense Ratio | 0.53 | 0.66 | 80% |
| Fund Existence | 19 years | 16 years | - |
| Gain YTD | 4.799 | 3.912 | 123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | 500 | N/A | - |
| Net Assets | 2.26B | 11B | 21% |
| Annual Yield % from dividends | 2.70 | 3.39 | 80% |
| Returns for 1 year | 10.03 | 3.91 | 257% |
| Returns for 3 years | 28.30 | 17.63 | 161% |
| Returns for 5 years | 17.85 | 6.61 | 270% |
| Returns for 10 years | 54.18 | 40.44 | 134% |
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