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FSIRX vs HBLAX
FSIRX vs HBLAX Comparison
Open Charts FSIRX vs HBLAX
Fidelity Advisor Strategic Real Ret I
Price$8.64
Change+$0.02 (+0.23%)
VolumeN/A
Net Assets492.74M
Hartford Balanced Income A
Price$14.65
Change+$0.05 (+0.34%)
VolumeN/A
Net Assets11.77B
FSIRX vs HBLAX Comparison Chart in %
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FSIRX vs. HBLAX commentary
Jul 18, 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 (493M). FSIRX pays higher dividends than HBLAX: FSIRX (4.64) 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 : 5.57 vs. HBLAX (2.35). FSIRX return over 5 years is better than : 42.36 vs. HBLAX (13.88).
| 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 | 4.591 | 4.752 | 97% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | 500 | 2000 | 25% |
| Net Assets | 493M | 11.8B | 4% |
| Annual Yield % from dividends | 4.64 | 3.35 | 138% |
| Returns for 1 year | 5.57 | 2.35 | 237% |
| Returns for 3 years | 17.65 | 14.97 | 118% |
| Returns for 5 years | 42.36 | 13.88 | 305% |
| Returns for 10 years | 43.19 | 38.26 | 113% |
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