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FSIRX vs HBLCX
FSIRX vs HBLCX Comparison
Open Charts FSIRX vs HBLCX
Fidelity Advisor Strategic Real Ret I
Price$8.12
Change-$0.05 (-0.61%)
VolumeN/A
Net Assets496.03M
Hartford Balanced Income C
Price$13.41
Change-$0.09 (-0.67%)
VolumeN/A
Net Assets11.35B
FSIRX vs HBLCX Comparison Chart
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FSIRX vs. HBLCX commentary
Apr 10, 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 Hold and HBLCX is a Hold.
FUNDAMENTALS
Fundamentals
HBLCX has more cash in the bank: 11.4B vs. FSIRX (496M). FSIRX pays higher dividends than HBLCX: FSIRX (4.65) vs HBLCX (2.64). FSIRX was incepted earlier than HBLCX: FSIRX (20 years) vs HBLCX (19 years). HBLCX (1.64) is less costly to investors than FSIRX (0.77). HBLCX is a more actively managed with annual turnover of: 61.00 vs. FSIRX (23.00). FSIRX has a lower initial minimum investment than HBLCX: FSIRX (0) vs HBLCX (2000). HBLCX IRA initial investment is lower compared to FSIRX: HBLCX (2000) vs FSIRX (500). FSIRX annual gain was more profitable for investors over the last year : 1.10 vs. HBLCX (-1.41). FSIRX return over 5 years is better than : 40.89 vs. HBLCX (10.07).
| FSIRX | HBLCX | FSIRX / HBLCX | |
| Total Expense Ratio | 0.70 | 1.64 | 43% |
| Annual Report Gross Expense Ratio | 0.77 | 1.64 | 47% |
| Fund Existence | 20 years | 19 years | - |
| Gain YTD | -1.958 | -2.344 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | 500 | 2000 | 25% |
| Net Assets | 496M | 11.4B | 4% |
| Annual Yield % from dividends | 4.65 | 2.64 | 176% |
| Returns for 1 year | 1.10 | -1.41 | -78% |
| Returns for 3 years | -0.14 | -2.73 | 5% |
| Returns for 5 years | 40.89 | 10.07 | 406% |
| Returns for 10 years | 32.46 | 18.49 | 176% |
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