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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
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 HBLRX is a Buy.
FUNDAMENTALS
Fundamentals
HBLRX has more cash in the bank: 11.2B vs. FSRKX (592M). FSRKX pays higher dividends than HBLRX: FSRKX (4.36) vs HBLRX (2.79). 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 : 11.83 vs. HBLRX (4.35). FSRKX return over 5 years is better than : 33.09 vs. HBLRX (4.42).
| 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 | 6.316 | 4.474 | 141% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 592M | 11.2B | 5% |
| Annual Yield % from dividends | 4.36 | 2.79 | 157% |
| Returns for 1 year | 11.83 | 4.35 | 272% |
| Returns for 3 years | 29.21 | 18.52 | 158% |
| Returns for 5 years | 33.09 | 4.42 | 749% |
| Returns for 10 years | N/A | 36.24 | - |
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