Interact to see
Advertisement
Advertisement
FSIRX vs HBLIX
FSIRX vs HBLIX Comparison
Open Charts FSIRX vs HBLIX
FSIRX vs HBLIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FSIRX vs. HBLIX commentary
Sep 13, 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 HBLIX is a Hold.
FUNDAMENTALS
Fundamentals
HBLIX has more cash in the bank: 10.9B vs. FSIRX (542M). FSIRX pays higher dividends than HBLIX: FSIRX (4.39) vs HBLIX (3.34). FSIRX was incepted earlier than HBLIX: FSIRX (21 years) vs HBLIX (17 years). FSIRX (0.78) is less costly to investors than HBLIX (0.66). HBLIX is a more actively managed with annual turnover of: 90.00 vs. FSIRX (29.00). FSIRX has a lower initial minimum investment than HBLIX: FSIRX (0) vs HBLIX (2000). FSIRX annual gain was more profitable for investors over the last year : 14.03 vs. HBLIX (1.45). FSIRX return over 5 years is better than : 35.41 vs. HBLIX (5.88).
| FSIRX | HBLIX | FSIRX / HBLIX | |
| Total Expense Ratio | 0.70 | 0.66 | 106% |
| Annual Report Gross Expense Ratio | 0.78 | 0.66 | 118% |
| Fund Existence | 21 years | 17 years | - |
| Gain YTD | 10.933 | 4.261 | 257% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | 500 | N/A | - |
| Net Assets | 542M | 10.9B | 5% |
| Annual Yield % from dividends | 4.39 | 3.34 | 131% |
| Returns for 1 year | 14.03 | 1.45 | 969% |
| Returns for 3 years | 31.93 | 20.68 | 154% |
| Returns for 5 years | 35.41 | 5.88 | 602% |
| Returns for 10 years | 68.48 | 42.03 | 163% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement