Interact to see
Advertisement
Advertisement
FSRRX vs HBLIX
FSRRX vs HBLIX Comparison
Open Charts FSRRX vs HBLIX
FSRRX vs HBLIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FSRRX vs. HBLIX commentary
Sep 12, 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 Hold.
FUNDAMENTALS
Fundamentals
HBLIX has more cash in the bank: 10.9B vs. FSRRX (542M). FSRRX pays higher dividends than HBLIX: FSRRX (4.49) vs HBLIX (3.34). FSRRX was incepted earlier than HBLIX: FSRRX (21 years) vs HBLIX (17 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 : 13.99 vs. HBLIX (1.45). FSRRX return over 5 years is better than : 35.33 vs. HBLIX (5.88).
| 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 | 17 years | - |
| Gain YTD | 10.901 | 4.261 | 256% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | 500 | N/A | - |
| Net Assets | 542M | 10.9B | 5% |
| Annual Yield % from dividends | 4.49 | 3.34 | 134% |
| Returns for 1 year | 13.99 | 1.45 | 966% |
| Returns for 3 years | 31.84 | 20.68 | 154% |
| Returns for 5 years | 35.33 | 5.88 | 600% |
| Returns for 10 years | 68.38 | 42.03 | 163% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers