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FSRRX vs HBLIX
FSRRX vs HBLIX Comparison
Open Charts FSRRX vs HBLIX
FSRRX vs HBLIX Comparison Chart in %
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FSRRX vs. HBLIX commentary
Jul 27, 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 HBLIX is a Buy.
FUNDAMENTALS
Fundamentals
HBLIX has more cash in the bank: 11B vs. FSRRX (517M). FSRRX pays higher dividends than HBLIX: FSRRX (4.24) vs HBLIX (3.39). FSRRX was incepted earlier than HBLIX: FSRRX (21 years) vs HBLIX (16 years). FSRRX (0.77) is less costly to investors than HBLIX (0.66). HBLIX is a more actively managed with annual turnover of: 90.00 vs. FSRRX (29.00). FSRRX has a lower initial minimum investment than HBLIX: FSRRX (0) vs HBLIX (2000). FSRRX annual gain was more profitable for investors over the last year : 14.03 vs. HBLIX (4.26). FSRRX return over 5 years is better than : 34.08 vs. HBLIX (6.97).
| FSRRX | HBLIX | FSRRX / HBLIX | |
| Total Expense Ratio | 0.70 | 0.66 | 106% |
| Annual Report Gross Expense Ratio | 0.77 | 0.66 | 117% |
| Fund Existence | 21 years | 16 years | - |
| Gain YTD | 8.947 | 4.261 | 210% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | 500 | N/A | - |
| Net Assets | 517M | 11B | 5% |
| Annual Yield % from dividends | 4.24 | 3.39 | 125% |
| Returns for 1 year | 14.03 | 4.26 | 330% |
| Returns for 3 years | 28.76 | 18.02 | 160% |
| Returns for 5 years | 34.08 | 6.97 | 489% |
| Returns for 10 years | 64.29 | 40.91 | 157% |
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