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FSRTX vs HBLRX
FSRTX vs HBLRX Comparison
Open Charts FSRTX vs HBLRX
FSRTX vs HBLRX Comparison Chart in %
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FSRTX vs. HBLRX commentary
Sep 12, 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 Hold and HBLRX is a Hold.
FUNDAMENTALS
Fundamentals
HBLRX has more cash in the bank: 10.9B vs. FSRTX (542M). FSRTX pays higher dividends than HBLRX: FSRTX (4.22) vs HBLRX (2.74). FSRTX was incepted earlier than HBLRX: FSRTX (21 years) vs HBLRX (16 years). HBLRX (1.27) is less costly to investors than FSRTX (1.05). HBLRX is a more actively managed with annual turnover of: 90.00 vs. FSRTX (29.00). FSRTX (0) and HBLRX (0) have matching initial minimum investment requirements. FSRTX annual gain was more profitable for investors over the last year : 13.71 vs. HBLRX (0.88). FSRTX return over 5 years is better than : 33.73 vs. HBLRX (2.74).
| FSRTX | HBLRX | FSRTX / HBLRX | |
| Total Expense Ratio | 0.95 | 1.27 | 75% |
| Annual Report Gross Expense Ratio | 1.05 | 1.27 | 83% |
| Fund Existence | 21 years | 16 years | - |
| Gain YTD | 10.784 | 3.850 | 280% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | 500 | N/A | - |
| Net Assets | 542M | 10.9B | 5% |
| Annual Yield % from dividends | 4.22 | 2.74 | 154% |
| Returns for 1 year | 13.71 | 0.88 | 1,555% |
| Returns for 3 years | 30.92 | 18.49 | 167% |
| Returns for 5 years | 33.73 | 2.74 | 1,231% |
| Returns for 10 years | 64.12 | 34.74 | 185% |
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