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FSIRX vs HBLIX
FSIRX vs HBLIX Comparison
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FSIRX vs HBLIX Comparison Chart in %
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FSIRX vs. HBLIX commentary
Aug 23, 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 Buy and HBLIX is a Buy.
FUNDAMENTALS
Fundamentals
HBLIX has more cash in the bank: 11.1B vs. FSIRX (529M). FSIRX pays higher dividends than HBLIX: FSIRX (4.49) vs HBLIX (3.37). 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 : 16.02 vs. HBLIX (5.08). FSIRX return over 5 years is better than : 37.76 vs. HBLIX (7.41).
| 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 | 10.703 | 6.081 | 176% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | 500 | N/A | - |
| Net Assets | 529M | 11.1B | 5% |
| Annual Yield % from dividends | 4.49 | 3.37 | 134% |
| Returns for 1 year | 16.02 | 5.08 | 315% |
| Returns for 3 years | 33.88 | 23.95 | 141% |
| Returns for 5 years | 37.76 | 7.41 | 509% |
| Returns for 10 years | 65.66 | 42.05 | 156% |
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