Interact to see
Advertisement
Advertisement
FSIRX vs HBLYX
FSIRX vs HBLYX Comparison
Open Charts FSIRX vs HBLYX
FSIRX vs HBLYX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FSIRX vs. HBLYX commentary
Jun 24, 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: 11.1B vs. FSIRX (592M). FSIRX pays higher dividends than HBLYX: FSIRX (4.20) vs HBLYX (3.33). 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 : 12.42 vs. HBLYX (6.26). FSIRX return over 5 years is better than : 33.42 vs. HBLYX (8.09).
| 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 | 6.582 | 3.800 | 173% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | 500 | N/A | - |
| Net Assets | 592M | 11.1B | 5% |
| Annual Yield % from dividends | 4.20 | 3.33 | 126% |
| Returns for 1 year | 12.42 | 6.26 | 199% |
| Returns for 3 years | 30.53 | 21.27 | 143% |
| Returns for 5 years | 33.42 | 8.09 | 413% |
| Returns for 10 years | 62.22 | 46.18 | 135% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement