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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
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 HBLYX is a Buy.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 11.1B vs. FSIRX (529M). FSIRX pays higher dividends than HBLYX: FSIRX (4.49) vs HBLYX (3.29). 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 : 14.29 vs. HBLYX (5.70). FSIRX return over 5 years is better than : 32.32 vs. HBLYX (7.11).
| 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 | 8.169 | 4.802 | 170% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | 500 | N/A | - |
| Net Assets | 529M | 11.1B | 5% |
| Annual Yield % from dividends | 4.49 | 3.29 | 136% |
| Returns for 1 year | 14.29 | 5.70 | 251% |
| Returns for 3 years | 28.49 | 19.00 | 150% |
| Returns for 5 years | 32.32 | 7.11 | 455% |
| Returns for 10 years | 63.53 | 42.90 | 148% |
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