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FSIRX vs HBLYX
FSIRX vs HBLYX Comparison
Open Charts FSIRX vs HBLYX
FSIRX vs HBLYX Comparison Chart in %
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FSIRX vs. HBLYX 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 HBLYX is a Hold.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 10.9B vs. FSIRX (542M). FSIRX pays higher dividends than HBLYX: FSIRX (4.39) vs HBLYX (3.27). FSIRX was incepted earlier than HBLYX: FSIRX (21 years) vs HBLYX (20 years). FSIRX (0.78) is less costly to investors than HBLYX (0.67). HBLYX is a more actively managed with annual turnover of: 90.00 vs. FSIRX (29.00). FSIRX has a lower initial minimum investment than HBLYX: FSIRX (0) vs HBLYX (250000). FSIRX annual gain was more profitable for investors over the last year : 14.03 vs. HBLYX (1.47). FSIRX return over 5 years is better than : 35.41 vs. HBLYX (5.98).
| FSIRX | HBLYX | FSIRX / HBLYX | |
| Total Expense Ratio | 0.70 | 0.67 | 104% |
| Annual Report Gross Expense Ratio | 0.78 | 0.67 | 116% |
| Fund Existence | 21 years | 20 years | - |
| Gain YTD | 10.933 | 4.252 | 257% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | 500 | N/A | - |
| Net Assets | 542M | 10.9B | 5% |
| Annual Yield % from dividends | 4.39 | 3.27 | 134% |
| Returns for 1 year | 14.03 | 1.47 | 953% |
| Returns for 3 years | 31.93 | 20.75 | 154% |
| Returns for 5 years | 35.41 | 5.98 | 593% |
| Returns for 10 years | 68.48 | 42.45 | 161% |
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