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FSIRX vs HBLCX
FSIRX vs HBLCX Comparison
Open Charts FSIRX vs HBLCX
Fidelity Advisor Strategic Real Ret I
Price$8.64
Change+$0.02 (+0.23%)
VolumeN/A
Net Assets492.74M
Hartford Balanced Income C
Price$14.37
Change+$0.05 (+0.35%)
VolumeN/A
Net Assets11.77B
FSIRX vs HBLCX Comparison Chart in %
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FSIRX vs. HBLCX 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 HBLCX is a Hold.
FUNDAMENTALS
Fundamentals
HBLCX has more cash in the bank: 11.8B vs. FSIRX (493M). FSIRX pays higher dividends than HBLCX: FSIRX (4.64) vs HBLCX (2.63). 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 : 5.57 vs. HBLCX (1.50). FSIRX return over 5 years is better than : 42.36 vs. HBLCX (9.57).
| 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 | 4.591 | 4.274 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | 500 | 2000 | 25% |
| Net Assets | 493M | 11.8B | 4% |
| Annual Yield % from dividends | 4.64 | 2.63 | 176% |
| Returns for 1 year | 5.57 | 1.50 | 372% |
| Returns for 3 years | 17.65 | 12.20 | 145% |
| Returns for 5 years | 42.36 | 9.57 | 443% |
| Returns for 10 years | 43.19 | 28.97 | 149% |
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