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FSRRX vs HBLSX
FSRRX vs HBLSX Comparison
Open Charts FSRRX vs HBLSX
FSRRX vs HBLSX Comparison Chart in %
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FSRRX vs. HBLSX 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 HBLSX is a Buy.
FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 11.2B vs. FSRRX (592M). FSRRX pays higher dividends than HBLSX: FSRRX (4.24) vs HBLSX (3.07). FSRRX was incepted earlier than HBLSX: FSRRX (21 years) vs HBLSX (16 years). HBLSX (0.96) is less costly to investors than FSRRX (0.77). HBLSX is a more actively managed with annual turnover of: 90.00 vs. FSRRX (29.00). FSRRX (0) and HBLSX (0) have matching initial minimum investment requirements. FSRRX annual gain was more profitable for investors over the last year : 11.72 vs. HBLSX (4.66). FSRRX return over 5 years is better than : 31.82 vs. HBLSX (5.96).
| FSRRX | HBLSX | FSRRX / HBLSX | |
| Total Expense Ratio | 0.70 | 0.96 | 73% |
| Annual Report Gross Expense Ratio | 0.77 | 0.96 | 80% |
| Fund Existence | 21 years | 16 years | - |
| Gain YTD | 6.197 | 4.611 | 134% |
| 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 | 3.07 | 138% |
| Returns for 1 year | 11.72 | 4.66 | 251% |
| Returns for 3 years | 28.62 | 19.58 | 146% |
| Returns for 5 years | 31.82 | 5.96 | 533% |
| Returns for 10 years | 58.31 | 39.97 | 146% |
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