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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 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 HBLSX is a Buy.
FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 11B vs. FSRRX (517M). 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 : 14.03 vs. HBLSX (3.97). FSRRX return over 5 years is better than : 34.08 vs. HBLSX (5.34).
| 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 | 8.947 | 4.056 | 221% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | 500 | N/A | - |
| Net Assets | 517M | 11B | 5% |
| Annual Yield % from dividends | 4.24 | 3.07 | 138% |
| Returns for 1 year | 14.03 | 3.97 | 354% |
| Returns for 3 years | 28.76 | 16.94 | 170% |
| Returns for 5 years | 34.08 | 5.34 | 638% |
| Returns for 10 years | 64.29 | 37.24 | 173% |
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