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FSRTX vs HBLSX
FSRTX vs HBLSX Comparison
Open Charts FSRTX vs HBLSX
FSRTX vs HBLSX Comparison Chart in %
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FSRTX vs. HBLSX 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 HBLSX is a Hold.
FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 10.9B vs. FSRTX (542M). FSRTX pays higher dividends than HBLSX: FSRTX (4.22) vs HBLSX (3.02). FSRTX was incepted earlier than HBLSX: FSRTX (21 years) vs HBLSX (16 years). FSRTX (1.05) is less costly to investors than HBLSX (0.96). HBLSX is a more actively managed with annual turnover of: 90.00 vs. FSRTX (29.00). FSRTX (0) and HBLSX (0) have matching initial minimum investment requirements. FSRTX annual gain was more profitable for investors over the last year : 13.71 vs. HBLSX (1.12). FSRTX return over 5 years is better than : 33.73 vs. HBLSX (4.26).
| FSRTX | HBLSX | FSRTX / HBLSX | |
| Total Expense Ratio | 0.95 | 0.96 | 99% |
| Annual Report Gross Expense Ratio | 1.05 | 0.96 | 109% |
| Fund Existence | 21 years | 16 years | - |
| Gain YTD | 10.784 | 3.987 | 270% |
| 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 | 3.02 | 140% |
| Returns for 1 year | 13.71 | 1.12 | 1,229% |
| Returns for 3 years | 30.92 | 19.56 | 158% |
| Returns for 5 years | 33.73 | 4.26 | 791% |
| Returns for 10 years | 64.12 | 38.33 | 167% |
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