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FSRKX vs HBLAX
FSRKX vs HBLAX Comparison
Open Charts FSRKX vs HBLAX
FSRKX vs HBLAX Comparison Chart in %
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FSRKX vs. HBLAX commentary
Jul 05, 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 FSRKX is a Hold and HBLAX is a Buy.
FUNDAMENTALS
Fundamentals
HBLAX has more cash in the bank: 11.2B vs. FSRKX (592M). FSRKX pays higher dividends than HBLAX: FSRKX (4.36) vs HBLAX (3.18). FSRKX was incepted earlier than HBLAX: FSRKX (7 years) vs HBLAX (20 years). HBLAX (0.89) is less costly to investors than FSRKX (0.64). HBLAX is a more actively managed with annual turnover of: 90.00 vs. FSRKX (29.00). FSRKX has a lower initial minimum investment than HBLAX: FSRKX (0) vs HBLAX (2000). FSRKX annual gain was more profitable for investors over the last year : 11.83 vs. HBLAX (4.72). FSRKX return over 5 years is better than : 33.09 vs. HBLAX (6.34).
| FSRKX | HBLAX | FSRKX / HBLAX | |
| Total Expense Ratio | 0.51 | 0.89 | 57% |
| Annual Report Gross Expense Ratio | 0.64 | 0.89 | 72% |
| Fund Existence | 7 years | 20 years | - |
| Gain YTD | 6.316 | 4.706 | 134% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | 2000 | - |
| Net Assets | 592M | 11.2B | 5% |
| Annual Yield % from dividends | 4.36 | 3.18 | 137% |
| Returns for 1 year | 11.83 | 4.72 | 250% |
| Returns for 3 years | 29.21 | 19.87 | 147% |
| Returns for 5 years | 33.09 | 6.34 | 522% |
| Returns for 10 years | N/A | 40.65 | - |
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