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FSRRX vs HBLCX
FSRRX vs HBLCX Comparison
Open Charts FSRRX vs HBLCX
FSRRX vs HBLCX Comparison Chart in %
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FSRRX vs. HBLCX 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 HBLCX is a Buy.
FUNDAMENTALS
Fundamentals
HBLCX has more cash in the bank: 11.2B vs. FSRRX (592M). FSRRX pays higher dividends than HBLCX: FSRRX (4.24) vs HBLCX (2.47). FSRRX was incepted earlier than HBLCX: FSRRX (21 years) vs HBLCX (20 years). HBLCX (1.65) is less costly to investors than FSRRX (0.77). HBLCX is a more actively managed with annual turnover of: 90.00 vs. FSRRX (29.00). FSRRX has a lower initial minimum investment than HBLCX: FSRRX (0) vs HBLCX (2000). HBLCX IRA initial investment is lower compared to FSRRX: HBLCX (2000) vs FSRRX (500). FSRRX annual gain was more profitable for investors over the last year : 11.72 vs. HBLCX (3.83). FSRRX return over 5 years is better than : 31.82 vs. HBLCX (2.03).
| FSRRX | HBLCX | FSRRX / HBLCX | |
| Total Expense Ratio | 0.70 | 1.65 | 42% |
| Annual Report Gross Expense Ratio | 0.77 | 1.65 | 47% |
| Fund Existence | 21 years | 20 years | - |
| Gain YTD | 6.197 | 4.306 | 144% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | 500 | 2000 | 25% |
| Net Assets | 592M | 11.2B | 5% |
| Annual Yield % from dividends | 4.24 | 2.47 | 172% |
| Returns for 1 year | 11.72 | 3.83 | 306% |
| Returns for 3 years | 28.62 | 16.93 | 169% |
| Returns for 5 years | 31.82 | 2.03 | 1,570% |
| Returns for 10 years | 58.31 | 30.78 | 189% |
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