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FSRAX vs HBLIX
FSRAX vs HBLIX Comparison
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FSRAX vs HBLIX Comparison Chart in %
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FSRAX vs. HBLIX 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 HBLIX is a Buy.
FUNDAMENTALS
Fundamentals
HBLIX has more cash in the bank: 11.1B vs. FSRAX (529M). FSRAX pays higher dividends than HBLIX: FSRAX (4.35) vs HBLIX (3.37). FSRAX was incepted earlier than HBLIX: FSRAX (21 years) vs HBLIX (16 years). FSRAX (1.04) is less costly to investors than HBLIX (0.66). HBLIX is a more actively managed with annual turnover of: 90.00 vs. FSRAX (29.00). FSRAX has a lower initial minimum investment than HBLIX: FSRAX (0) vs HBLIX (2000). FSRAX annual gain was more profitable for investors over the last year : 14.01 vs. HBLIX (5.67). FSRAX return over 5 years is better than : 30.70 vs. HBLIX (7.03).
| FSRAX | HBLIX | FSRAX / HBLIX | |
| Total Expense Ratio | 0.95 | 0.66 | 144% |
| Annual Report Gross Expense Ratio | 1.04 | 0.66 | 158% |
| Fund Existence | 21 years | 16 years | - |
| Gain YTD | 8.038 | 4.821 | 167% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | 500 | N/A | - |
| Net Assets | 529M | 11.1B | 5% |
| Annual Yield % from dividends | 4.35 | 3.37 | 129% |
| Returns for 1 year | 14.01 | 5.67 | 247% |
| Returns for 3 years | 27.55 | 18.91 | 146% |
| Returns for 5 years | 30.70 | 7.03 | 437% |
| Returns for 10 years | 59.42 | 42.48 | 140% |
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