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FSRKX vs HBLCX
FSRKX vs HBLCX Comparison
Open Charts FSRKX vs HBLCX
FSRKX vs HBLCX Comparison Chart in %
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FSRKX vs. HBLCX commentary
Aug 16, 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 Buy and HBLCX is a Buy.
FUNDAMENTALS
Fundamentals
HBLCX has more cash in the bank: 11.2B vs. FSRKX (529M). FSRKX pays higher dividends than HBLCX: FSRKX (4.68) vs HBLCX (2.45). FSRKX was incepted earlier than HBLCX: FSRKX (7 years) vs HBLCX (20 years). HBLCX (1.65) is less costly to investors than FSRKX (0.64). HBLCX is a more actively managed with annual turnover of: 90.00 vs. FSRKX (29.00). FSRKX has a lower initial minimum investment than HBLCX: FSRKX (0) vs HBLCX (2000). FSRKX annual gain was more profitable for investors over the last year : 15.12 vs. HBLCX (4.52). FSRKX return over 5 years is better than : 35.22 vs. HBLCX (2.06).
| FSRKX | HBLCX | FSRKX / HBLCX | |
| Total Expense Ratio | 0.51 | 1.65 | 31% |
| Annual Report Gross Expense Ratio | 0.64 | 1.65 | 39% |
| Fund Existence | 7 years | 20 years | - |
| Gain YTD | 9.293 | 5.940 | 156% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | 2000 | - |
| Net Assets | 529M | 11.2B | 5% |
| Annual Yield % from dividends | 4.68 | 2.45 | 191% |
| Returns for 1 year | 15.12 | 4.52 | 334% |
| Returns for 3 years | 32.55 | 19.72 | 165% |
| Returns for 5 years | 35.22 | 2.06 | 1,713% |
| Returns for 10 years | N/A | 30.52 | - |
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