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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
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 HBLRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLRX has more cash in the bank: 11.1B vs. FSRTX (517M). FSRTX pays higher dividends than HBLRX: FSRTX (3.98) vs HBLRX (2.79). 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 : 12.10 vs. HBLRX (4.57). FSRTX return over 5 years is better than : 30.52 vs. HBLRX (4.26).
| 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 | 6.864 | 4.127 | 166% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | 500 | N/A | - |
| Net Assets | 517M | 11.1B | 5% |
| Annual Yield % from dividends | 3.98 | 2.79 | 143% |
| Returns for 1 year | 12.10 | 4.57 | 265% |
| Returns for 3 years | 27.04 | 17.45 | 155% |
| Returns for 5 years | 30.52 | 4.26 | 717% |
| Returns for 10 years | 56.16 | 33.76 | 166% |
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