FCSRX
Price
$9.39
Change
-$0.02 (-0.21%)
Updated
Sep 11 closing price
Net Assets
542.39M
HBLRX
Price
$15.02
Change
-$0.05 (-0.33%)
Updated
Sep 11 closing price
Net Assets
10.86B
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FCSRX vs HBLRX

FCSRX vs HBLRX Comparison Chart in %
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FCSRX vs. HBLRX commentary
Sep 13, 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 HBLRX is a Hold.

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FUNDAMENTALS
Fundamentals
HBLRX has more cash in the bank: 10.9B vs. FCSRX (542M). FCSRX pays higher dividends than HBLRX: FCSRX (3.62) vs HBLRX (2.74). FCSRX was incepted earlier than HBLRX: FCSRX (21 years) vs HBLRX (16 years). FCSRX (1.78) is less costly to investors than HBLRX (1.27). HBLRX is a more actively managed with annual turnover of: 90.00 vs. FCSRX (29.00). FCSRX (0) and HBLRX (0) have matching initial minimum investment requirements. FCSRX annual gain was more profitable for investors over the last year : 12.80 vs. HBLRX (0.88). FCSRX return over 5 years is better than : 28.82 vs. HBLRX (2.74).
FCSRXHBLRXFCSRX / HBLRX
Total Expense Ratio1.701.27134%
Annual Report Gross Expense Ratio1.781.27140%
Fund Existence21 years16 years-
Gain YTD10.1333.850263%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRA500N/A-
Net Assets542M10.9B5%
Annual Yield % from dividends3.622.74132%
Returns for 1 year12.800.881,452%
Returns for 3 years27.8918.49151%
Returns for 5 years28.822.741,052%
Returns for 10 years52.1334.74150%
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