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FBCIX vs HRLYX
FBCIX vs HRLYX Comparison
Open Charts FBCIX vs HRLYX
FBCIX vs HRLYX Comparison Chart in %
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FBCIX vs. HRLYX commentary
Sep 10, 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 HRLYX is a Buy.
FUNDAMENTALS
Fundamentals
FBCIX has more cash in the bank: 131B vs. HRLYX (76.6M). HRLYX pays higher dividends than FBCIX: HRLYX (3.38) vs FBCIX (2.88). FBCIX was incepted earlier than HRLYX: FBCIX (6 years) vs HRLYX (16 years). HRLYX (1.40) is less costly to investors than FBCIX (0.35). HRLYX is a more actively managed with annual turnover of: 149.00 vs. FBCIX (50.00). FBCIX has a lower initial minimum investment than HRLYX: FBCIX (250) vs HRLYX (250000). HRLYX annual gain was more profitable for investors over the last year : 21.17 vs. FBCIX (10.25). HRLYX return over 5 years is better than : 51.02 vs. FBCIX (45.10).
| FBCIX | HRLYX | FBCIX / HRLYX | |
| Total Expense Ratio | 0.35 | 0.90 | 39% |
| Annual Report Gross Expense Ratio | 0.35 | 1.40 | 25% |
| Fund Existence | 6 years | 16 years | - |
| Gain YTD | 10.789 | 15.975 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 76.6M | 171,018% |
| Annual Yield % from dividends | 2.88 | 3.38 | 85% |
| Returns for 1 year | 10.25 | 21.17 | 48% |
| Returns for 3 years | 47.10 | 44.83 | 105% |
| Returns for 5 years | 45.10 | 51.02 | 88% |
| Returns for 10 years | N/A | 93.41 | - |
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