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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
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 HBLCX is a Buy.
FUNDAMENTALS
Fundamentals
HBLCX has more cash in the bank: 11.2B vs. FSRTX (592M). FSRTX pays higher dividends than HBLCX: FSRTX (3.90) vs HBLCX (2.49). 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 : 13.92 vs. HBLCX (5.63). FSRTX return over 5 years is better than : 32.99 vs. HBLCX (2.39).
| 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 | 7.738 | 3.955 | 196% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | 500 | 2000 | 25% |
| Net Assets | 592M | 11.2B | 5% |
| Annual Yield % from dividends | 3.90 | 2.49 | 157% |
| Returns for 1 year | 13.92 | 5.63 | 247% |
| Returns for 3 years | 29.32 | 16.85 | 174% |
| Returns for 5 years | 32.99 | 2.39 | 1,381% |
| Returns for 10 years | 58.91 | 32.80 | 180% |
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