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FSRRX vs HBLRX
FSRRX vs HBLRX Comparison
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FSRRX vs HBLRX Comparison Chart in %
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FSRRX vs. HBLRX 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 HBLRX is a Buy.
FUNDAMENTALS
Fundamentals
HBLRX has more cash in the bank: 11.2B vs. FSRRX (592M). FSRRX pays higher dividends than HBLRX: FSRRX (4.24) vs HBLRX (2.79). FSRRX was incepted earlier than HBLRX: FSRRX (21 years) vs HBLRX (16 years). HBLRX (1.27) is less costly to investors than FSRRX (0.77). HBLRX is a more actively managed with annual turnover of: 90.00 vs. FSRRX (29.00). FSRRX (0) and HBLRX (0) have matching initial minimum investment requirements. FSRRX annual gain was more profitable for investors over the last year : 11.72 vs. HBLRX (4.35). FSRRX return over 5 years is better than : 31.82 vs. HBLRX (4.42).
| FSRRX | HBLRX | FSRRX / HBLRX | |
| Total Expense Ratio | 0.70 | 1.27 | 55% |
| Annual Report Gross Expense Ratio | 0.77 | 1.27 | 61% |
| Fund Existence | 21 years | 16 years | - |
| Gain YTD | 6.197 | 4.474 | 139% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | 500 | N/A | - |
| Net Assets | 592M | 11.2B | 5% |
| Annual Yield % from dividends | 4.24 | 2.79 | 152% |
| Returns for 1 year | 11.72 | 4.35 | 269% |
| Returns for 3 years | 28.62 | 18.52 | 155% |
| Returns for 5 years | 31.82 | 4.42 | 721% |
| Returns for 10 years | 58.31 | 36.24 | 161% |
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