Interact to see
Advertisement
Advertisement
FSRAX vs HBLCX
FSRAX vs HBLCX Comparison
Open Charts FSRAX vs HBLCX
FSRAX vs HBLCX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FSRAX vs. HBLCX commentary
Jul 14, 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 FSRAX is a StrongBuy and HBLCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLCX has more cash in the bank: 11.1B vs. FSRAX (517M). FSRAX pays higher dividends than HBLCX: FSRAX (4.02) vs HBLCX (2.47). FSRAX was incepted earlier than HBLCX: FSRAX (21 years) vs HBLCX (20 years). HBLCX (1.65) is less costly to investors than FSRAX (1.04). HBLCX is a more actively managed with annual turnover of: 90.00 vs. FSRAX (29.00). FSRAX has a lower initial minimum investment than HBLCX: FSRAX (0) vs HBLCX (2000). HBLCX IRA initial investment is lower compared to FSRAX: HBLCX (2000) vs FSRAX (500). FSRAX annual gain was more profitable for investors over the last year : 12.14 vs. HBLCX (4.05). FSRAX return over 5 years is better than : 30.55 vs. HBLCX (1.87).
| FSRAX | HBLCX | FSRAX / HBLCX | |
| Total Expense Ratio | 0.95 | 1.65 | 58% |
| Annual Report Gross Expense Ratio | 1.04 | 1.65 | 63% |
| Fund Existence | 21 years | 20 years | - |
| Gain YTD | 6.884 | 3.951 | 174% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | 500 | 2000 | 25% |
| Net Assets | 517M | 11.1B | 5% |
| Annual Yield % from dividends | 4.02 | 2.47 | 163% |
| Returns for 1 year | 12.14 | 4.05 | 299% |
| Returns for 3 years | 27.09 | 15.85 | 171% |
| Returns for 5 years | 30.55 | 1.87 | 1,637% |
| Returns for 10 years | 56.28 | 28.44 | 198% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement