Interact to see
Advertisement
Advertisement
FTANX vs HBLIX
FTANX vs HBLIX Comparison
Open Charts FTANX vs HBLIX
FTANX vs HBLIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FTANX vs. HBLIX commentary
Aug 21, 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 Hold and HBLIX is a Hold.
FUNDAMENTALS
Fundamentals
HBLIX has more cash in the bank: 11.1B vs. FTANX (2.19B). HBLIX pays higher dividends than FTANX: HBLIX (3.37) vs FTANX (2.69). 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 : 10.60 vs. HBLIX (4.87). FTANX return over 5 years is better than : 19.48 vs. HBLIX (7.27).
| 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 | 6.150 | 5.941 | 104% |
| Front Load | N/A | 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 | 2.69 | 3.37 | 80% |
| Returns for 1 year | 10.60 | 4.87 | 218% |
| Returns for 3 years | 33.28 | 23.25 | 143% |
| Returns for 5 years | 19.48 | 7.27 | 268% |
| Returns for 10 years | 54.56 | 42.16 | 129% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement