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FSRTX vs HBLCX
FSRTX vs HBLCX Comparison
Open Charts FSRTX vs HBLCX
FSRTX vs HBLCX Comparison Chart in %
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FSRTX vs. HBLCX commentary
Aug 15, 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 Buy and HBLCX is a Buy.
FUNDAMENTALS
Fundamentals
HBLCX has more cash in the bank: 11.2B vs. FSRTX (529M). FSRTX pays higher dividends than HBLCX: FSRTX (4.32) vs HBLCX (2.45). FSRTX was incepted earlier than HBLCX: FSRTX (21 years) vs HBLCX (20 years). HBLCX (1.65) is less costly to investors than FSRTX (1.05). HBLCX is a more actively managed with annual turnover of: 90.00 vs. FSRTX (29.00). FSRTX has a lower initial minimum investment than HBLCX: FSRTX (0) vs HBLCX (2000). HBLCX IRA initial investment is lower compared to FSRTX: HBLCX (2000) vs FSRTX (500). FSRTX annual gain was more profitable for investors over the last year : 14.54 vs. HBLCX (4.59). FSRTX return over 5 years is better than : 32.06 vs. HBLCX (2.12).
| FSRTX | HBLCX | FSRTX / HBLCX | |
| Total Expense Ratio | 0.95 | 1.65 | 58% |
| Annual Report Gross Expense Ratio | 1.05 | 1.65 | 64% |
| Fund Existence | 21 years | 20 years | - |
| Gain YTD | 8.939 | 6.011 | 149% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | 500 | 2000 | 25% |
| Net Assets | 529M | 11.2B | 5% |
| Annual Yield % from dividends | 4.32 | 2.45 | 176% |
| Returns for 1 year | 14.54 | 4.59 | 316% |
| Returns for 3 years | 30.76 | 19.80 | 155% |
| Returns for 5 years | 32.06 | 2.12 | 1,509% |
| Returns for 10 years | 59.37 | 30.61 | 194% |
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