Interact to see
Advertisement
Advertisement
FSIRX vs HBLSX
FSIRX vs HBLSX Comparison
Open Charts FSIRX vs HBLSX
FSIRX vs HBLSX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FSIRX vs. HBLSX 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 HBLSX is a Buy.
FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 11.1B vs. FSIRX (529M). FSIRX pays higher dividends than HBLSX: FSIRX (4.49) vs HBLSX (3.04). FSIRX was incepted earlier than HBLSX: FSIRX (21 years) vs HBLSX (16 years). HBLSX (0.96) is less costly to investors than FSIRX (0.78). HBLSX is a more actively managed with annual turnover of: 90.00 vs. FSIRX (29.00). FSIRX (0) and HBLSX (0) have matching initial minimum investment requirements. FSIRX annual gain was more profitable for investors over the last year : 14.29 vs. HBLSX (5.37). FSIRX return over 5 years is better than : 32.32 vs. HBLSX (5.46).
| FSIRX | HBLSX | FSIRX / HBLSX | |
| Total Expense Ratio | 0.70 | 0.96 | 73% |
| Annual Report Gross Expense Ratio | 0.78 | 0.96 | 81% |
| Fund Existence | 21 years | 16 years | - |
| Gain YTD | 8.169 | 4.611 | 177% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | 500 | N/A | - |
| Net Assets | 529M | 11.1B | 5% |
| Annual Yield % from dividends | 4.49 | 3.04 | 148% |
| Returns for 1 year | 14.29 | 5.37 | 266% |
| Returns for 3 years | 28.49 | 17.89 | 159% |
| Returns for 5 years | 32.32 | 5.46 | 592% |
| Returns for 10 years | 63.53 | 38.76 | 164% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers