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FSRKX vs HBLRX
FSRKX vs HBLRX Comparison
Open Charts FSRKX vs HBLRX
FSRKX vs HBLRX Comparison Chart in %
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FSRKX vs. HBLRX 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 HBLRX is a Buy.
FUNDAMENTALS
Fundamentals
HBLRX has more cash in the bank: 11.2B vs. FSRKX (529M). FSRKX pays higher dividends than HBLRX: FSRKX (4.68) vs HBLRX (2.76). FSRKX was incepted earlier than HBLRX: FSRKX (7 years) vs HBLRX (16 years). HBLRX (1.27) is less costly to investors than FSRKX (0.64). HBLRX is a more actively managed with annual turnover of: 90.00 vs. FSRKX (29.00). FSRKX (0) and HBLRX (0) have matching initial minimum investment requirements. FSRKX annual gain was more profitable for investors over the last year : 15.12 vs. HBLRX (5.16). FSRKX return over 5 years is better than : 35.22 vs. HBLRX (4.58).
| FSRKX | HBLRX | FSRKX / HBLRX | |
| Total Expense Ratio | 0.51 | 1.27 | 40% |
| Annual Report Gross Expense Ratio | 0.64 | 1.27 | 50% |
| Fund Existence | 7 years | 16 years | - |
| Gain YTD | 9.293 | 6.276 | 148% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 529M | 11.2B | 5% |
| Annual Yield % from dividends | 4.68 | 2.76 | 170% |
| Returns for 1 year | 15.12 | 5.16 | 293% |
| Returns for 3 years | 32.55 | 21.52 | 151% |
| Returns for 5 years | 35.22 | 4.58 | 769% |
| Returns for 10 years | N/A | 36.03 | - |
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