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FBCIX vs HRLTX
FBCIX vs HRLTX Comparison
Open Charts FBCIX vs HRLTX
FBCIX vs HRLTX Comparison Chart in %
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FBCIX vs. HRLTX commentary
Sep 13, 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 FBCIX is a Hold and HRLTX is a Buy.
FUNDAMENTALS
Fundamentals
FBCIX has more cash in the bank: 131B vs. HRLTX (76.3M). HRLTX pays higher dividends than FBCIX: HRLTX (3.36) vs FBCIX (2.88). FBCIX was incepted earlier than HRLTX: FBCIX (6 years) vs HRLTX (16 years). HRLTX (1.41) is less costly to investors than FBCIX (0.35). HRLTX is a more actively managed with annual turnover of: 149.00 vs. FBCIX (50.00). HRLTX has a lower initial minimum investment than FBCIX: HRLTX (0) vs FBCIX (250). HRLTX annual gain was more profitable for investors over the last year : 20.43 vs. FBCIX (7.85). HRLTX return over 5 years is better than : 51.17 vs. FBCIX (44.28).
| FBCIX | HRLTX | FBCIX / HRLTX | |
| Total Expense Ratio | 0.35 | 0.95 | 37% |
| Annual Report Gross Expense Ratio | 0.35 | 1.41 | 25% |
| Fund Existence | 6 years | 16 years | - |
| Gain YTD | 9.827 | 16.004 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 76.3M | 171,691% |
| Annual Yield % from dividends | 2.88 | 3.36 | 86% |
| Returns for 1 year | 7.85 | 20.43 | 38% |
| Returns for 3 years | 45.38 | 43.75 | 104% |
| Returns for 5 years | 44.28 | 51.17 | 87% |
| Returns for 10 years | N/A | 94.64 | - |
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