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FSIRX vs HBLCX
FSIRX vs HBLCX Comparison
Open Charts FSIRX vs HBLCX
FSIRX vs HBLCX Comparison Chart in %
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FSIRX vs. HBLCX 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 HBLCX is a Buy.
FUNDAMENTALS
Fundamentals
HBLCX has more cash in the bank: 11.1B vs. FSIRX (529M). FSIRX pays higher dividends than HBLCX: FSIRX (4.49) vs HBLCX (2.45). FSIRX was incepted earlier than HBLCX: FSIRX (21 years) vs HBLCX (20 years). HBLCX (1.65) is less costly to investors than FSIRX (0.78). HBLCX is a more actively managed with annual turnover of: 90.00 vs. FSIRX (29.00). FSIRX has a lower initial minimum investment than HBLCX: FSIRX (0) vs HBLCX (2000). HBLCX IRA initial investment is lower compared to FSIRX: HBLCX (2000) vs FSIRX (500). FSIRX annual gain was more profitable for investors over the last year : 14.29 vs. HBLCX (4.48). FSIRX return over 5 years is better than : 32.32 vs. HBLCX (1.52).
| FSIRX | HBLCX | FSIRX / HBLCX | |
| Total Expense Ratio | 0.70 | 1.65 | 42% |
| Annual Report Gross Expense Ratio | 0.78 | 1.65 | 47% |
| Fund Existence | 21 years | 20 years | - |
| Gain YTD | 8.169 | 4.235 | 193% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | 500 | 2000 | 25% |
| Net Assets | 529M | 11.1B | 5% |
| Annual Yield % from dividends | 4.49 | 2.45 | 183% |
| Returns for 1 year | 14.29 | 4.48 | 319% |
| Returns for 3 years | 28.49 | 15.24 | 187% |
| Returns for 5 years | 32.32 | 1.52 | 2,126% |
| Returns for 10 years | 63.53 | 29.64 | 214% |
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