Interact to see
Advertisement
Advertisement
FSRRX vs HBLAX
FSRRX vs HBLAX Comparison
Open Charts FSRRX vs HBLAX
FSRRX vs HBLAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FSRRX vs. HBLAX commentary
Jul 06, 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 FSRRX is a Hold and HBLAX is a Buy.
FUNDAMENTALS
Fundamentals
HBLAX has more cash in the bank: 11.2B vs. FSRRX (592M). FSRRX pays higher dividends than HBLAX: FSRRX (4.24) vs HBLAX (3.18). FSRRX was incepted earlier than HBLAX: FSRRX (21 years) vs HBLAX (20 years). HBLAX (0.89) is less costly to investors than FSRRX (0.77). HBLAX is a more actively managed with annual turnover of: 90.00 vs. FSRRX (29.00). FSRRX has a lower initial minimum investment than HBLAX: FSRRX (0) vs HBLAX (2000). HBLAX IRA initial investment is lower compared to FSRRX: HBLAX (2000) vs FSRRX (500). FSRRX annual gain was more profitable for investors over the last year : 11.72 vs. HBLAX (4.72). FSRRX return over 5 years is better than : 31.82 vs. HBLAX (6.34).
| FSRRX | HBLAX | FSRRX / HBLAX | |
| Total Expense Ratio | 0.70 | 0.89 | 79% |
| Annual Report Gross Expense Ratio | 0.77 | 0.89 | 87% |
| Fund Existence | 21 years | 20 years | - |
| Gain YTD | 6.197 | 4.706 | 132% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | 500 | 2000 | 25% |
| Net Assets | 592M | 11.2B | 5% |
| Annual Yield % from dividends | 4.24 | 3.18 | 133% |
| Returns for 1 year | 11.72 | 4.72 | 248% |
| Returns for 3 years | 28.62 | 19.87 | 144% |
| Returns for 5 years | 31.82 | 6.34 | 502% |
| Returns for 10 years | 58.31 | 40.65 | 143% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| RLSFX | 14.82 | 0.08 | +0.54% |
| RiverPark Long/Short Opportunity Retail | |||
| RPMAX | 19.82 | -0.07 | -0.35% |
| Reinhart Genesis PMV Investor | |||
| FCAKX | 53.18 | -0.23 | -0.43% |
| Fidelity Capital Appreciation K | |||
| CSMCX | 58.39 | -0.29 | -0.49% |
| Congress Small Cap Growth Institutional | |||
| TNVRX | 22.18 | -0.13 | -0.57% |
| 1290 GAMCO Small/Mid Cap Value R | |||