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FSIRX vs HBLRX
FSIRX vs HBLRX Comparison
Open Charts FSIRX vs HBLRX
FSIRX vs HBLRX Comparison Chart in %
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FSIRX vs. HBLRX 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 HBLRX is a Hold.
FUNDAMENTALS
Fundamentals
HBLRX has more cash in the bank: 10.9B vs. FSIRX (542M). FSIRX pays higher dividends than HBLRX: FSIRX (4.39) vs HBLRX (2.74). FSIRX was incepted earlier than HBLRX: FSIRX (21 years) vs HBLRX (16 years). HBLRX (1.27) is less costly to investors than FSIRX (0.78). HBLRX is a more actively managed with annual turnover of: 90.00 vs. FSIRX (29.00). FSIRX (0) and HBLRX (0) have matching initial minimum investment requirements. FSIRX annual gain was more profitable for investors over the last year : 14.03 vs. HBLRX (0.88). FSIRX return over 5 years is better than : 35.41 vs. HBLRX (2.74).
| FSIRX | HBLRX | FSIRX / HBLRX | |
| Total Expense Ratio | 0.70 | 1.27 | 55% |
| Annual Report Gross Expense Ratio | 0.78 | 1.27 | 61% |
| Fund Existence | 21 years | 16 years | - |
| Gain YTD | 10.933 | 3.850 | 284% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | 500 | N/A | - |
| Net Assets | 542M | 10.9B | 5% |
| Annual Yield % from dividends | 4.39 | 2.74 | 160% |
| Returns for 1 year | 14.03 | 0.88 | 1,591% |
| Returns for 3 years | 31.93 | 18.49 | 173% |
| Returns for 5 years | 35.41 | 2.74 | 1,293% |
| Returns for 10 years | 68.48 | 34.74 | 197% |
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