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FSIRX vs HBLCX
FSIRX vs HBLCX Comparison
Open Charts FSIRX vs HBLCX
Fidelity Advisor Strategic Real Ret I
Price$8.56
Change-$0.02 (-0.23%)
VolumeN/A
CapitalizationN/A
Hartford Balanced Income C
Price$14.18
Change-$0.55 (-3.73%)
VolumeN/A
CapitalizationN/A
FSIRX vs HBLCX Comparison Chart
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FSIRX vs. HBLCX commentary
Dec 18, 2024
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 Sell and HBLCX is a Hold.
FUNDAMENTALS
Fundamentals
HBLCX has more cash in the bank: 12.3B vs. FSIRX (501M). FSIRX pays higher dividends than HBLCX: FSIRX (5.18) vs HBLCX (2.65). FSIRX was incepted earlier than HBLCX: FSIRX (19 years) vs HBLCX (18 years). HBLCX is a more actively managed with annual turnover of: 57.00 vs. FSIRX (29.00). 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). HBLCX annual gain was more profitable for investors over the last year : 8.03 vs. FSIRX (7.02). FSIRX return over 5 years is better than : 29.75 vs. HBLCX (10.02).
| FSIRX | HBLCX | FSIRX / HBLCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 18 years | - |
| Gain YTD | 6.306 | 6.933 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | 500 | 2000 | 25% |
| Net Assets | 501M | 12.3B | 4% |
| Annual Yield % from dividends | 5.18 | 2.65 | 196% |
| Returns for 1 year | 7.02 | 8.03 | 87% |
| Returns for 3 years | 9.60 | 1.39 | 693% |
| Returns for 5 years | 29.75 | 10.02 | 297% |
| Returns for 10 years | 35.27 | 29.33 | 120% |
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