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FSRTX vs HBLAX
FSRTX vs HBLAX Comparison
Open Charts FSRTX vs HBLAX
FSRTX vs HBLAX Comparison Chart in %
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FSRTX vs. HBLAX 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 FSRTX is a Hold and HBLAX is a Hold.
FUNDAMENTALS
Fundamentals
HBLAX has more cash in the bank: 10.9B vs. FSRTX (542M). FSRTX pays higher dividends than HBLAX: FSRTX (4.22) vs HBLAX (3.13). FSRTX was incepted earlier than HBLAX: FSRTX (21 years) vs HBLAX (20 years). FSRTX (1.05) is less costly to investors than HBLAX (0.89). HBLAX is a more actively managed with annual turnover of: 90.00 vs. FSRTX (29.00). HBLAX initial investment is less costly to investors than FSRTX (4%) vs FSRTX (4%). FSRTX has a lower initial minimum investment than HBLAX: FSRTX (0) vs HBLAX (2000). HBLAX IRA initial investment is lower compared to FSRTX: HBLAX (2000) vs FSRTX (500). FSRTX annual gain was more profitable for investors over the last year : 13.71 vs. HBLAX (1.22). FSRTX return over 5 years is better than : 33.73 vs. HBLAX (4.63).
| FSRTX | HBLAX | FSRTX / HBLAX | |
| Total Expense Ratio | 0.95 | 0.89 | 107% |
| Annual Report Gross Expense Ratio | 1.05 | 0.89 | 118% |
| Fund Existence | 21 years | 20 years | - |
| Gain YTD | 10.784 | 4.076 | 265% |
| Front Load | 4% | 6% | 73% |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | 500 | 2000 | 25% |
| Net Assets | 542M | 10.9B | 5% |
| Annual Yield % from dividends | 4.22 | 3.13 | 135% |
| Returns for 1 year | 13.71 | 1.22 | 1,125% |
| Returns for 3 years | 30.92 | 19.75 | 157% |
| Returns for 5 years | 33.73 | 4.63 | 729% |
| Returns for 10 years | 64.12 | 39.00 | 164% |
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