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FCSRX vs HBLCX
FCSRX vs HBLCX Comparison
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FCSRX vs HBLCX Comparison Chart in %
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FCSRX vs. HBLCX 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 HBLCX is a Buy.
FUNDAMENTALS
Fundamentals
HBLCX has more cash in the bank: 11.1B vs. FCSRX (529M). FCSRX pays higher dividends than HBLCX: FCSRX (3.70) vs HBLCX (2.45). FCSRX was incepted earlier than HBLCX: FCSRX (21 years) vs HBLCX (20 years). FCSRX (1.78) is less costly to investors than HBLCX (1.65). HBLCX is a more actively managed with annual turnover of: 90.00 vs. FCSRX (29.00). FCSRX has a lower initial minimum investment than HBLCX: FCSRX (0) vs HBLCX (2000). HBLCX IRA initial investment is lower compared to FCSRX: HBLCX (2000) vs FCSRX (500). FCSRX annual gain was more profitable for investors over the last year : 13.04 vs. HBLCX (4.48). FCSRX return over 5 years is better than : 25.80 vs. HBLCX (1.52).
| FCSRX | HBLCX | FCSRX / HBLCX | |
| Total Expense Ratio | 1.70 | 1.65 | 103% |
| Annual Report Gross Expense Ratio | 1.78 | 1.65 | 108% |
| Fund Existence | 21 years | 20 years | - |
| Gain YTD | 7.441 | 4.235 | 176% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | 500 | 2000 | 25% |
| Net Assets | 529M | 11.1B | 5% |
| Annual Yield % from dividends | 3.70 | 2.45 | 151% |
| Returns for 1 year | 13.04 | 4.48 | 291% |
| Returns for 3 years | 24.61 | 15.24 | 162% |
| Returns for 5 years | 25.80 | 1.52 | 1,698% |
| Returns for 10 years | 47.56 | 29.64 | 160% |
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