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FSRTX vs HBLIX
FSRTX vs HBLIX Comparison
Open Charts FSRTX vs HBLIX
FSRTX vs HBLIX Comparison Chart in %
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FSRTX vs. HBLIX 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 HBLIX is a Buy.
FUNDAMENTALS
Fundamentals
HBLIX has more cash in the bank: 11.2B vs. FSRTX (592M). FSRTX pays higher dividends than HBLIX: FSRTX (3.90) vs HBLIX (3.40). FSRTX was incepted earlier than HBLIX: FSRTX (21 years) vs HBLIX (16 years). FSRTX (1.05) is less costly to investors than HBLIX (0.66). HBLIX is a more actively managed with annual turnover of: 90.00 vs. FSRTX (29.00). FSRTX has a lower initial minimum investment than HBLIX: FSRTX (0) vs HBLIX (2000). FSRTX annual gain was more profitable for investors over the last year : 13.92 vs. HBLIX (6.80). FSRTX return over 5 years is better than : 32.99 vs. HBLIX (7.95).
| FSRTX | HBLIX | FSRTX / HBLIX | |
| Total Expense Ratio | 0.95 | 0.66 | 144% |
| Annual Report Gross Expense Ratio | 1.05 | 0.66 | 159% |
| Fund Existence | 21 years | 16 years | - |
| Gain YTD | 7.738 | 4.422 | 175% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | 500 | N/A | - |
| Net Assets | 592M | 11.2B | 5% |
| Annual Yield % from dividends | 3.90 | 3.40 | 115% |
| Returns for 1 year | 13.92 | 6.80 | 205% |
| Returns for 3 years | 29.32 | 20.62 | 142% |
| Returns for 5 years | 32.99 | 7.95 | 415% |
| Returns for 10 years | 58.91 | 45.97 | 128% |
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