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FSIRX vs HBLCX
FSIRX vs HBLCX Comparison
Open Charts FSIRX vs HBLCX
Fidelity Advisor Strategic Real Ret I
Price$8.63
Change-$0.01 (-0.12%)
VolumeN/A
Net Assets480.98M
Hartford Balanced Income C
Price$14.47
Change-$0.02 (-0.14%)
VolumeN/A
Net Assets11.83B
FSIRX vs HBLCX Comparison Chart in %
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FSIRX vs. HBLCX 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 HBLCX is a Hold.
FUNDAMENTALS
Fundamentals
HBLCX has more cash in the bank: 11.8B vs. FSIRX (481M). FSIRX pays higher dividends than HBLCX: FSIRX (4.61) 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 : 7.58 vs. HBLCX (4.00). FSIRX return over 5 years is better than : 38.29 vs. HBLCX (8.99).
| 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 | 4.834 | 5.512 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | 500 | 2000 | 25% |
| Net Assets | 481M | 11.8B | 4% |
| Annual Yield % from dividends | 4.61 | 2.64 | 175% |
| Returns for 1 year | 7.58 | 4.00 | 190% |
| Returns for 3 years | 13.51 | 9.81 | 138% |
| Returns for 5 years | 38.29 | 8.99 | 426% |
| Returns for 10 years | 46.32 | 31.29 | 148% |
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