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FCSRX vs HBLYX
FCSRX vs HBLYX Comparison
Open Charts FCSRX vs HBLYX
FCSRX vs HBLYX Comparison Chart in %
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FCSRX vs. HBLYX 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 HBLYX is a Buy.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 11.1B vs. FCSRX (529M). FCSRX pays higher dividends than HBLYX: FCSRX (3.70) vs HBLYX (3.29). FCSRX was incepted earlier than HBLYX: FCSRX (21 years) vs HBLYX (20 years). FCSRX (1.78) is less costly to investors than HBLYX (0.67). HBLYX is a more actively managed with annual turnover of: 90.00 vs. FCSRX (29.00). FCSRX has a lower initial minimum investment than HBLYX: FCSRX (0) vs HBLYX (250000). FCSRX annual gain was more profitable for investors over the last year : 13.04 vs. HBLYX (5.70). FCSRX return over 5 years is better than : 25.80 vs. HBLYX (7.11).
| FCSRX | HBLYX | FCSRX / HBLYX | |
| Total Expense Ratio | 1.70 | 0.67 | 254% |
| Annual Report Gross Expense Ratio | 1.78 | 0.67 | 266% |
| Fund Existence | 21 years | 20 years | - |
| Gain YTD | 7.441 | 4.802 | 155% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | 500 | N/A | - |
| Net Assets | 529M | 11.1B | 5% |
| Annual Yield % from dividends | 3.70 | 3.29 | 112% |
| Returns for 1 year | 13.04 | 5.70 | 229% |
| Returns for 3 years | 24.61 | 19.00 | 129% |
| Returns for 5 years | 25.80 | 7.11 | 363% |
| Returns for 10 years | 47.56 | 42.90 | 111% |
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