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FSIRX vs HBLAX
FSIRX vs HBLAX Comparison
Open Charts FSIRX vs HBLAX
Fidelity Advisor Strategic Real Ret I
Price$8.60
Change+$0.01 (+0.12%)
VolumeN/A
Net Assets488.05M
Hartford Balanced Income A
Price$14.53
Change+$0.02 (+0.14%)
VolumeN/A
Net Assets11.74B
FSIRX vs HBLAX Comparison Chart
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FSIRX vs. HBLAX commentary
Jun 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 StrongBuy.
FUNDAMENTALS
Fundamentals
HBLAX has more cash in the bank: 11.7B vs. FSIRX (488M). FSIRX pays higher dividends than HBLAX: FSIRX (4.72) vs HBLAX (3.37). 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 : 5.30 vs. HBLAX (3.59). FSIRX return over 5 years is better than : 40.96 vs. HBLAX (12.06).
| 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 | 3.082 | 3.230 | 95% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | 500 | 2000 | 25% |
| Net Assets | 488M | 11.7B | 4% |
| Annual Yield % from dividends | 4.72 | 3.37 | 140% |
| Returns for 1 year | 5.30 | 3.59 | 148% |
| Returns for 3 years | 6.19 | 7.47 | 83% |
| Returns for 5 years | 40.96 | 12.06 | 340% |
| Returns for 10 years | 40.51 | 36.36 | 111% |
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