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FCSRX vs HBLAX
FCSRX vs HBLAX Comparison
Open Charts FCSRX vs HBLAX
FCSRX vs HBLAX Comparison Chart in %
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FCSRX vs. HBLAX commentary
Aug 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 FCSRX is a Hold and HBLAX is a Buy.
FUNDAMENTALS
Fundamentals
HBLAX has more cash in the bank: 11.1B vs. FCSRX (529M). FCSRX pays higher dividends than HBLAX: FCSRX (3.70) vs HBLAX (3.15). FCSRX was incepted earlier than HBLAX: FCSRX (21 years) vs HBLAX (20 years). FCSRX (1.78) is less costly to investors than HBLAX (0.89). HBLAX is a more actively managed with annual turnover of: 90.00 vs. FCSRX (29.00). FCSRX has a lower initial minimum investment than HBLAX: FCSRX (0) vs HBLAX (2000). HBLAX IRA initial investment is lower compared to FCSRX: HBLAX (2000) vs FCSRX (500). FCSRX annual gain was more profitable for investors over the last year : 13.04 vs. HBLAX (5.37). FCSRX return over 5 years is better than : 25.80 vs. HBLAX (5.69).
| FCSRX | HBLAX | FCSRX / HBLAX | |
| Total Expense Ratio | 1.70 | 0.89 | 191% |
| Annual Report Gross Expense Ratio | 1.78 | 0.89 | 200% |
| Fund Existence | 21 years | 20 years | - |
| Gain YTD | 7.441 | 4.636 | 161% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | 500 | 2000 | 25% |
| Net Assets | 529M | 11.1B | 5% |
| Annual Yield % from dividends | 3.70 | 3.15 | 117% |
| Returns for 1 year | 13.04 | 5.37 | 243% |
| Returns for 3 years | 24.61 | 18.09 | 136% |
| Returns for 5 years | 25.80 | 5.69 | 453% |
| Returns for 10 years | 47.56 | 39.35 | 121% |
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