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FSIRX vs HBLAX
FSIRX vs HBLAX Comparison
Open Charts FSIRX vs HBLAX
Fidelity Advisor Strategic Real Ret I
Price$8.63
Change-$0.01 (-0.12%)
VolumeN/A
Net Assets480.98M
Hartford Balanced Income A
Price$14.75
Change-$0.02 (-0.14%)
VolumeN/A
Net Assets11.83B
FSIRX vs HBLAX Comparison Chart in %
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FSIRX vs. HBLAX commentary
Aug 07, 2025
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 StrongBuy and HBLAX is a Hold.
FUNDAMENTALS
Fundamentals
HBLAX has more cash in the bank: 11.8B vs. FSIRX (481M). FSIRX pays higher dividends than HBLAX: FSIRX (4.61) vs HBLAX (3.35). FSIRX was incepted earlier than HBLAX: FSIRX (20 years) vs HBLAX (19 years). HBLAX (0.89) is less costly to investors than FSIRX (0.77). HBLAX is a more actively managed with annual turnover of: 61.00 vs. FSIRX (23.00). FSIRX has a lower initial minimum investment than HBLAX: FSIRX (0) vs HBLAX (2000). HBLAX IRA initial investment is lower compared to FSIRX: HBLAX (2000) vs FSIRX (500). FSIRX annual gain was more profitable for investors over the last year : 7.58 vs. HBLAX (4.89). FSIRX return over 5 years is better than : 38.29 vs. HBLAX (13.22).
| FSIRX | HBLAX | FSIRX / HBLAX | |
| Total Expense Ratio | 0.70 | 0.89 | 79% |
| Annual Report Gross Expense Ratio | 0.77 | 0.89 | 87% |
| Fund Existence | 20 years | 19 years | - |
| Gain YTD | 4.834 | 5.972 | 81% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | 500 | 2000 | 25% |
| Net Assets | 481M | 11.8B | 4% |
| Annual Yield % from dividends | 4.61 | 3.35 | 137% |
| Returns for 1 year | 7.58 | 4.89 | 155% |
| Returns for 3 years | 13.51 | 12.47 | 108% |
| Returns for 5 years | 38.29 | 13.22 | 290% |
| Returns for 10 years | 46.32 | 40.60 | 114% |
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