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FSRKX vs HBLAX
FSRKX vs HBLAX Comparison
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FSRKX vs HBLAX Comparison Chart in %
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published Highlights
Market Cap
The average market capitalization across the group is 5.8B. The market cap for tickers in the group ranges from 542.39M to 11.06B. HBLAX holds the highest valuation in this group at 11.06B. The lowest valued company is FSRKX at 542.39M.
High and low price notable news
The average weekly price growth across all stocks in the group was 0%. For the same group, the average monthly price growth was 1%, and the average quarterly price growth was 4%. FSRKX experienced the highest price growth at 1%, while HBLAX experienced the biggest fall at 0%.
Volume
The average weekly volume growth across all stocks in the group was 0%. For the same stocks of the group, the average monthly volume growth was 0% and the average quarterly volume growth was 0%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating:
P/E Growth Rating:
Price Growth Rating:
SMR Rating:
Profit Risk Rating:
Seasonality Score: (-100 ... +100)
FSRKX vs. HBLAX commentary
Sep 06, 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: 11B vs. FSRKX (542M). FSRKX pays higher dividends than HBLAX: FSRKX (4.57) vs HBLAX (3.13). 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 : 15.43 vs. HBLAX (4.01). FSRKX return over 5 years is better than : 36.18 vs. HBLAX (5.37).
| 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 | 11.353 | 5.824 | 195% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | 2000 | - |
| Net Assets | 542M | 11B | 5% |
| Annual Yield % from dividends | 4.57 | 3.13 | 146% |
| Returns for 1 year | 15.43 | 4.01 | 385% |
| Returns for 3 years | 33.45 | 21.94 | 152% |
| Returns for 5 years | 36.18 | 5.37 | 674% |
| Returns for 10 years | N/A | 38.43 | - |
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