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FSIRX vs HBLCX
FSIRX vs HBLCX Comparison
Open Charts FSIRX vs HBLCX
Fidelity Advisor Strategic Real Ret I
Price$8.60
Change+$0.01 (+0.12%)
VolumeN/A
Net Assets488.05M
Hartford Balanced Income C
Price$14.25
Change+$0.03 (+0.21%)
VolumeN/A
Net Assets11.74B
FSIRX vs HBLCX Comparison Chart
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FSIRX vs. HBLCX commentary
Jun 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 StrongBuy.
FUNDAMENTALS
Fundamentals
HBLCX has more cash in the bank: 11.7B vs. FSIRX (488M). FSIRX pays higher dividends than HBLCX: FSIRX (4.72) vs HBLCX (2.65). 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 : 5.30 vs. HBLCX (2.68). FSIRX return over 5 years is better than : 40.96 vs. HBLCX (7.98).
| 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 | 3.082 | 2.864 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | 500 | 2000 | 25% |
| Net Assets | 488M | 11.7B | 4% |
| Annual Yield % from dividends | 4.72 | 2.65 | 178% |
| Returns for 1 year | 5.30 | 2.68 | 198% |
| Returns for 3 years | 6.19 | 4.83 | 128% |
| Returns for 5 years | 40.96 | 7.98 | 513% |
| Returns for 10 years | 40.51 | 27.35 | 148% |
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