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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
Jul 14, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
HBLCX has more cash in the bank: 11.1B vs. FSRTX (517M). FSRTX pays higher dividends than HBLCX: FSRTX (3.98) vs HBLCX (2.47). 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 : 12.10 vs. HBLCX (4.05). FSRTX return over 5 years is better than : 30.52 vs. HBLCX (1.87).
| 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 | 6.864 | 3.951 | 174% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | 500 | 2000 | 25% |
| Net Assets | 517M | 11.1B | 5% |
| Annual Yield % from dividends | 3.98 | 2.47 | 161% |
| Returns for 1 year | 12.10 | 4.05 | 298% |
| Returns for 3 years | 27.04 | 15.85 | 171% |
| Returns for 5 years | 30.52 | 1.87 | 1,634% |
| Returns for 10 years | 56.16 | 28.44 | 197% |
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