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FSIRX vs HBLIX
FSIRX vs HBLIX Comparison
Open Charts FSIRX vs HBLIX
FSIRX vs HBLIX Comparison Chart in %
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FSIRX vs. HBLIX commentary
Jun 24, 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: 11.1B vs. FSIRX (592M). FSIRX pays higher dividends than HBLIX: FSIRX (4.20) vs HBLIX (3.40). FSIRX was incepted earlier than HBLIX: FSIRX (21 years) vs HBLIX (16 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 : 12.42 vs. HBLIX (6.17). FSIRX return over 5 years is better than : 33.42 vs. HBLIX (7.95).
| 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 | 16 years | - |
| Gain YTD | 6.582 | 3.798 | 173% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | 500 | N/A | - |
| Net Assets | 592M | 11.1B | 5% |
| Annual Yield % from dividends | 4.20 | 3.40 | 124% |
| Returns for 1 year | 12.42 | 6.17 | 202% |
| Returns for 3 years | 30.53 | 21.21 | 144% |
| Returns for 5 years | 33.42 | 7.95 | 420% |
| Returns for 10 years | 62.22 | 45.74 | 136% |
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