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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
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 HBLSX is a Buy.
FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 11.2B vs. FSRTX (592M). FSRTX pays higher dividends than HBLSX: FSRTX (3.90) vs HBLSX (3.08). 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 : 13.92 vs. HBLSX (6.50). FSRTX return over 5 years is better than : 32.99 vs. HBLSX (6.35).
| 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 | 7.738 | 4.228 | 183% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | 500 | N/A | - |
| Net Assets | 592M | 11.2B | 5% |
| Annual Yield % from dividends | 3.90 | 3.08 | 127% |
| Returns for 1 year | 13.92 | 6.50 | 214% |
| Returns for 3 years | 29.32 | 19.50 | 150% |
| Returns for 5 years | 32.99 | 6.35 | 520% |
| Returns for 10 years | 58.91 | 42.18 | 140% |
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