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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
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 HBLCX is a Buy.
FUNDAMENTALS
Fundamentals
HBLCX has more cash in the bank: 11.2B vs. FSRKX (592M). FSRKX pays higher dividends than HBLCX: FSRKX (4.36) vs HBLCX (2.47). 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 : 11.83 vs. HBLCX (3.83). FSRKX return over 5 years is better than : 33.09 vs. HBLCX (2.03).
| 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 | 6.316 | 4.306 | 147% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | 2000 | - |
| Net Assets | 592M | 11.2B | 5% |
| Annual Yield % from dividends | 4.36 | 2.47 | 177% |
| Returns for 1 year | 11.83 | 3.83 | 309% |
| Returns for 3 years | 29.21 | 16.93 | 173% |
| Returns for 5 years | 33.09 | 2.03 | 1,633% |
| Returns for 10 years | N/A | 30.78 | - |
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