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FSIRX vs HBLCX
FSIRX vs HBLCX Comparison
Open Charts FSIRX vs HBLCX
Fidelity Advisor Strategic Real Ret I
Price$8.86
Change-$0.03 (-0.34%)
VolumeN/A
Net Assets482.75M
Hartford Balanced Income C
Price$14.82
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets11.96B
FSIRX vs HBLCX Comparison Chart in %
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FSIRX vs. HBLCX commentary
Sep 19, 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: 12B vs. FSIRX (483M). FSIRX pays higher dividends than HBLCX: FSIRX (4.52) vs HBLCX (2.58). 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 : 7.25 vs. HBLCX (1.61). FSIRX return over 5 years is better than : 40.90 vs. HBLCX (12.31).
| 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 | 7.867 | 7.915 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | 500 | 2000 | 25% |
| Net Assets | 483M | 12B | 4% |
| Annual Yield % from dividends | 4.52 | 2.58 | 175% |
| Returns for 1 year | 7.25 | 1.61 | 450% |
| Returns for 3 years | 18.63 | 16.37 | 114% |
| Returns for 5 years | 40.90 | 12.31 | 332% |
| Returns for 10 years | 52.65 | 38.16 | 138% |
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