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FCSRX vs HBLIX
FCSRX vs HBLIX Comparison
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FCSRX vs HBLIX Comparison Chart in %
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FCSRX vs. HBLIX commentary
Aug 23, 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 Buy and HBLIX is a Buy.
FUNDAMENTALS
Fundamentals
HBLIX has more cash in the bank: 11.1B vs. FCSRX (529M). FCSRX pays higher dividends than HBLIX: FCSRX (3.70) vs HBLIX (3.37). FCSRX was incepted earlier than HBLIX: FCSRX (21 years) vs HBLIX (17 years). FCSRX (1.78) is less costly to investors than HBLIX (0.66). HBLIX is a more actively managed with annual turnover of: 90.00 vs. FCSRX (29.00). FCSRX has a lower initial minimum investment than HBLIX: FCSRX (0) vs HBLIX (2000). FCSRX annual gain was more profitable for investors over the last year : 14.94 vs. HBLIX (5.08). FCSRX return over 5 years is better than : 31.08 vs. HBLIX (7.41).
| FCSRX | HBLIX | FCSRX / HBLIX | |
| Total Expense Ratio | 1.70 | 0.66 | 258% |
| Annual Report Gross Expense Ratio | 1.78 | 0.66 | 270% |
| Fund Existence | 21 years | 17 years | - |
| Gain YTD | 10.016 | 6.081 | 165% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | 500 | N/A | - |
| Net Assets | 529M | 11.1B | 5% |
| Annual Yield % from dividends | 3.70 | 3.37 | 110% |
| Returns for 1 year | 14.94 | 5.08 | 294% |
| Returns for 3 years | 29.95 | 23.95 | 125% |
| Returns for 5 years | 31.08 | 7.41 | 419% |
| Returns for 10 years | 49.70 | 42.05 | 118% |
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