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FBTAX vs HLHIX
FBTAX vs HLHIX Comparison Chart
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FBTAX vs. HLHIX commentary
Jun 16, 2025
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 FBTAX is a Buy and HLHIX is a Buy.
FUNDAMENTALS
Fundamentals
FBTAX has more cash in the bank: 1.28B vs. HLHIX (106M). FBTAX pays higher dividends than HLHIX: FBTAX (3.05) vs HLHIX (0.00). FBTAX was incepted earlier than HLHIX: FBTAX (24 years) vs HLHIX (10 years). HLHIX (1.12) is less costly to investors than FBTAX (0.96). FBTAX is a more actively managed with annual turnover of: 73.00 vs. HLHIX (6.00). FBTAX has a lower initial minimum investment than HLHIX: FBTAX (0) vs HLHIX (1000000). FBTAX annual gain was more profitable for investors over the last year : -7.14 vs. HLHIX (-14.09). FBTAX return over 5 years is better than : -8.77 vs. HLHIX (-17.65).
| FBTAX | HLHIX | FBTAX / HLHIX | |
| Total Expense Ratio | 0.96 | 1.05 | 91% |
| Annual Report Gross Expense Ratio | 0.96 | 1.12 | 86% |
| Fund Existence | 24 years | 10 years | - |
| Gain YTD | -2.573 | -4.181 | 62% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.28B | 106M | 1,204% |
| Annual Yield % from dividends | 3.05 | 0.00 | - |
| Returns for 1 year | -7.14 | -14.09 | 51% |
| Returns for 3 years | 45.29 | -4.55 | -996% |
| Returns for 5 years | -8.77 | -17.65 | 50% |
| Returns for 10 years | -6.12 | -27.69 | 22% |
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