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FBTAX vs HLHIX
FBTAX vs HLHIX Comparison Chart in %
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FBTAX vs. HLHIX commentary
Sep 28, 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 Hold.
FUNDAMENTALS
Fundamentals
FBTAX has more cash in the bank: 1.46B vs. HLHIX (95M). FBTAX pays higher dividends than HLHIX: FBTAX (2.59) vs HLHIX (0.00). FBTAX was incepted earlier than HLHIX: FBTAX (25 years) vs HLHIX (11 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 : 0.34 vs. HLHIX (-14.73). FBTAX return over 5 years is better than : 6.85 vs. HLHIX (-24.94).
| FBTAX | HLHIX | FBTAX / HLHIX | |
| Total Expense Ratio | 0.96 | 1.05 | 91% |
| Annual Report Gross Expense Ratio | 0.96 | 1.12 | 86% |
| Fund Existence | 25 years | 11 years | - |
| Gain YTD | 18.339 | -6.237 | -294% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.46B | 95M | 1,539% |
| Annual Yield % from dividends | 2.59 | 0.00 | - |
| Returns for 1 year | 0.34 | -14.73 | -2% |
| Returns for 3 years | 43.90 | -3.82 | -1,148% |
| Returns for 5 years | 6.85 | -24.94 | -27% |
| Returns for 10 years | 50.27 | -19.33 | -260% |
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