Interact to see
Advertisement
Advertisement
FSRAX vs HBLRX
FSRAX vs HBLRX Comparison
Open Charts FSRAX vs HBLRX
FSRAX vs HBLRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FSRAX vs. HBLRX 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 HBLRX is a Buy.
FUNDAMENTALS
Fundamentals
HBLRX has more cash in the bank: 11.1B vs. FSRAX (529M). FSRAX pays higher dividends than HBLRX: FSRAX (4.35) vs HBLRX (2.76). FSRAX was incepted earlier than HBLRX: FSRAX (21 years) vs HBLRX (16 years). HBLRX (1.27) is less costly to investors than FSRAX (1.04). HBLRX is a more actively managed with annual turnover of: 90.00 vs. FSRAX (29.00). FSRAX (0) and HBLRX (0) have matching initial minimum investment requirements. FSRAX annual gain was more profitable for investors over the last year : 14.01 vs. HBLRX (5.06). FSRAX return over 5 years is better than : 30.70 vs. HBLRX (3.85).
| FSRAX | HBLRX | FSRAX / HBLRX | |
| Total Expense Ratio | 0.95 | 1.27 | 75% |
| Annual Report Gross Expense Ratio | 1.04 | 1.27 | 82% |
| Fund Existence | 21 years | 16 years | - |
| Gain YTD | 8.038 | 4.474 | 180% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | 500 | N/A | - |
| Net Assets | 529M | 11.1B | 5% |
| Annual Yield % from dividends | 4.35 | 2.76 | 157% |
| Returns for 1 year | 14.01 | 5.06 | 277% |
| Returns for 3 years | 27.55 | 16.84 | 164% |
| Returns for 5 years | 30.70 | 3.85 | 797% |
| Returns for 10 years | 59.42 | 35.16 | 169% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement