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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
Jun 16, 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 StrongBuy and HBLAX is a Buy.
FUNDAMENTALS
Fundamentals
HBLAX has more cash in the bank: 11.2B vs. FSRTX (592M). FSRTX pays higher dividends than HBLAX: FSRTX (3.90) vs HBLAX (3.19). 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 : 13.92 vs. HBLAX (6.57). FSRTX return over 5 years is better than : 32.99 vs. HBLAX (6.66).
| 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 | 7.738 | 4.294 | 180% |
| Front Load | 4% | 6% | 73% |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | 500 | 2000 | 25% |
| Net Assets | 592M | 11.2B | 5% |
| Annual Yield % from dividends | 3.90 | 3.19 | 122% |
| Returns for 1 year | 13.92 | 6.57 | 212% |
| Returns for 3 years | 29.32 | 19.78 | 148% |
| Returns for 5 years | 32.99 | 6.66 | 496% |
| Returns for 10 years | 58.91 | 42.85 | 137% |
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