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FSIRX vs HBLAX
FSIRX vs HBLAX Comparison
Open Charts FSIRX vs HBLAX
FSIRX vs HBLAX Comparison Chart in %
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FSIRX vs. HBLAX commentary
Aug 03, 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 FSIRX is a Hold and HBLAX is a Buy.
FUNDAMENTALS
Fundamentals
HBLAX has more cash in the bank: 11.1B vs. FSIRX (529M). FSIRX pays higher dividends than HBLAX: FSIRX (4.49) vs HBLAX (3.15). FSIRX was incepted earlier than HBLAX: FSIRX (21 years) vs HBLAX (20 years). HBLAX (0.89) is less costly to investors than FSIRX (0.78). HBLAX is a more actively managed with annual turnover of: 90.00 vs. FSIRX (29.00). FSIRX has a lower initial minimum investment than HBLAX: FSIRX (0) vs HBLAX (2000). HBLAX IRA initial investment is lower compared to FSIRX: HBLAX (2000) vs FSIRX (500). FSIRX annual gain was more profitable for investors over the last year : 14.29 vs. HBLAX (5.37). FSIRX return over 5 years is better than : 32.32 vs. HBLAX (5.69).
| FSIRX | HBLAX | FSIRX / HBLAX | |
| Total Expense Ratio | 0.70 | 0.89 | 79% |
| Annual Report Gross Expense Ratio | 0.78 | 0.89 | 88% |
| Fund Existence | 21 years | 20 years | - |
| Gain YTD | 8.169 | 4.636 | 176% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | 500 | 2000 | 25% |
| Net Assets | 529M | 11.1B | 5% |
| Annual Yield % from dividends | 4.49 | 3.15 | 143% |
| Returns for 1 year | 14.29 | 5.37 | 266% |
| Returns for 3 years | 28.49 | 18.09 | 158% |
| Returns for 5 years | 32.32 | 5.69 | 568% |
| Returns for 10 years | 63.53 | 39.35 | 161% |
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