FBFQX
Price
$13.63
Change
+$0.05 (+0.37%)
Updated
Jun 2 closing price
Net Assets
3.46B
HBLRX
Price
$15.02
Change
+$0.03 (+0.20%)
Updated
Jun 2 closing price
Net Assets
11.22B
Interact to see
Advertisement

FBFQX vs HBLRX

Header iconFBFQX vs HBLRX Comparison
Open Charts FBFQX vs HBLRXBanner chart's image
FBFQX vs HBLRX Comparison Chart in %
View a ticker or compare two or three
VS
FBFQX vs. HBLRX commentary
Jun 03, 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 FBFQX is a Buy and HBLRX is a Hold.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
HBLRX has more cash in the bank: 11.2B vs. FBFQX (3.46B). FBFQX pays higher dividends than HBLRX: FBFQX (4.04) vs HBLRX (2.80). FBFQX was incepted earlier than HBLRX: FBFQX (20 years) vs HBLRX (16 years). HBLRX (1.27) is less costly to investors than FBFQX (1.16). HBLRX is a more actively managed with annual turnover of: 90.00 vs. FBFQX (42.27). HBLRX has a lower initial minimum investment than FBFQX: HBLRX (0) vs FBFQX (1000). FBFQX annual gain was more profitable for investors over the last year : 14.86 vs. HBLRX (6.28). FBFQX return over 5 years is better than : 19.10 vs. HBLRX (3.69).
FBFQXHBLRXFBFQX / HBLRX
Total Expense Ratio1.161.2791%
Annual Report Gross Expense Ratio1.161.2791%
Fund Existence20 years16 years-
Gain YTD6.1203.199191%
Front LoadN/AN/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets3.46B11.2B31%
Annual Yield % from dividends4.042.80144%
Returns for 1 year14.866.28237%
Returns for 3 years27.4319.12143%
Returns for 5 years19.103.69518%
Returns for 10 years57.0436.81155%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
FSMBX17.370.19
+1.11%
Tributary Small/Mid Cap Instl Plus
BTEFX46.69N/A
N/A
Boston Trust Equity
PSBPX34.50N/A
N/A
Principal SmallCap R5
GWGIX21.80N/A
N/A
AMG GW&K Small Mid Cap Core I
JVAYX38.87N/A
N/A
JPMorgan Value Advantage R6