FSRAX
Price
$9.36
Change
-$0.02 (-0.21%)
Updated
Jul 31 closing price
Net Assets
529.41M
HBLCX
Price
$14.67
Change
-$0.01 (-0.07%)
Updated
Jul 31 closing price
Net Assets
11.08B
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FSRAX vs HBLCX

FSRAX vs HBLCX Comparison Chart in %
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FSRAX 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 FSRAX is a Hold and HBLCX is a Buy.

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FUNDAMENTALS
Fundamentals
HBLCX has more cash in the bank: 11.1B vs. FSRAX (529M). FSRAX pays higher dividends than HBLCX: FSRAX (4.35) vs HBLCX (2.45). 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 : 14.01 vs. HBLCX (4.48). FSRAX return over 5 years is better than : 30.70 vs. HBLCX (1.52).
FSRAXHBLCXFSRAX / HBLCX
Total Expense Ratio0.951.6558%
Annual Report Gross Expense Ratio1.041.6563%
Fund Existence21 years20 years-
Gain YTD8.0384.235190%
Front Load4%N/A-
Min. Initial Investment02000-
Min. Initial Investment IRA500200025%
Net Assets529M11.1B5%
Annual Yield % from dividends4.352.45177%
Returns for 1 year14.014.48312%
Returns for 3 years27.5515.24181%
Returns for 5 years30.701.522,020%
Returns for 10 years59.4229.64200%
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