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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+$0.03 (+0.35%)
VolumeN/A
Net Assets479.95M
Hartford Balanced Income C
Price$14.26
Change+$0.05 (+0.35%)
VolumeN/A
Net Assets12.14B
FSIRX vs HBLCX Comparison Chart
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FSIRX vs. HBLCX commentary
Jan 31, 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 Buy.
FUNDAMENTALS
Fundamentals
HBLCX has more cash in the bank: 12.1B vs. FSIRX (480M). FSIRX pays higher dividends than HBLCX: FSIRX (5.18) vs HBLCX (2.65). FSIRX was incepted earlier than HBLCX: FSIRX (19 years) vs HBLCX (19 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). FSIRX annual gain was more profitable for investors over the last year : 8.24 vs. HBLCX (5.15). FSIRX return over 5 years is better than : 31.84 vs. HBLCX (5.90).
| FSIRX | HBLCX | FSIRX / HBLCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 19 years | - |
| Gain YTD | 1.669 | 2.083 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | 500 | 2000 | 25% |
| Net Assets | 480M | 12.1B | 4% |
| Annual Yield % from dividends | 5.18 | 2.65 | 196% |
| Returns for 1 year | 8.24 | 5.15 | 160% |
| Returns for 3 years | 8.76 | -0.94 | -930% |
| Returns for 5 years | 31.84 | 5.90 | 540% |
| Returns for 10 years | 36.61 | 25.81 | 142% |
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