FSRRX
Price
$9.63
Change
+$0.04 (+0.42%)
Updated
Aug 20 closing price
Net Assets
529.41M
HBLRX
Price
$15.25
Change
+$0.02 (+0.13%)
Updated
Aug 21 closing price
Net Assets
11.12B
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FSRRX vs HBLRX

FSRRX vs HBLRX Comparison Chart in %
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FSRRX vs. HBLRX commentary
Aug 23, 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 Buy and HBLRX is a Buy.

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FUNDAMENTALS
Fundamentals
HBLRX has more cash in the bank: 11.1B vs. FSRRX (529M). FSRRX pays higher dividends than HBLRX: FSRRX (4.59) vs HBLRX (2.76). 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 : 16.10 vs. HBLRX (4.55). FSRRX return over 5 years is better than : 37.81 vs. HBLRX (4.28).
FSRRXHBLRXFSRRX / HBLRX
Total Expense Ratio0.701.2755%
Annual Report Gross Expense Ratio0.771.2761%
Fund Existence21 years16 years-
Gain YTD10.6715.721187%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRA500N/A-
Net Assets529M11.1B5%
Annual Yield % from dividends4.592.76166%
Returns for 1 year16.104.55354%
Returns for 3 years33.9421.77156%
Returns for 5 years37.814.28883%
Returns for 10 years65.5634.84188%
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