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FSRRX vs HBLAX
FSRRX vs HBLAX Comparison
Open Charts FSRRX vs HBLAX
FSRRX vs HBLAX Comparison Chart in %
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FSRRX vs. HBLAX commentary
Jun 15, 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 StrongBuy 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 (4.15) vs HBLAX (3.19). 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 : 14.56 vs. HBLAX (5.91). FSRRX return over 5 years is better than : 33.28 vs. HBLAX (6.01).
| 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 | 7.784 | 4.294 | 181% |
| 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 | 4.15 | 3.19 | 130% |
| Returns for 1 year | 14.56 | 5.91 | 246% |
| Returns for 3 years | 31.79 | 20.65 | 154% |
| Returns for 5 years | 33.28 | 6.01 | 553% |
| Returns for 10 years | 63.42 | 42.96 | 148% |
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