Interact to see
Advertisement
Advertisement
FSRKX vs HBLCX
FSRKX vs HBLCX Comparison
Open Charts FSRKX vs HBLCX
FSRKX vs HBLCX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FSRKX vs. HBLCX commentary
Jul 26, 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: 11B vs. FSRKX (517M). 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 : 14.10 vs. HBLCX (2.70). FSRKX return over 5 years is better than : 35.22 vs. HBLCX (1.05).
| 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 | 8.950 | 3.311 | 270% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | 2000 | - |
| Net Assets | 517M | 11B | 5% |
| Annual Yield % from dividends | 4.36 | 2.47 | 177% |
| Returns for 1 year | 14.10 | 2.70 | 522% |
| Returns for 3 years | 29.35 | 13.89 | 211% |
| Returns for 5 years | 35.22 | 1.05 | 3,343% |
| Returns for 10 years | N/A | 27.84 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement