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FSIRX vs HBLIX
FSIRX vs HBLIX Comparison
Open Charts FSIRX vs HBLIX
Fidelity Advisor Strategic Real Ret I
Price$8.62
Change-$0.03 (-0.35%)
VolumeN/A
Net Assets487.18M
Hartford Balanced Income I
Price$14.60
Change-$0.02 (-0.14%)
VolumeN/A
Net Assets12.12B
FSIRX vs HBLIX Comparison Chart
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FSIRX vs. HBLIX commentary
Feb 23, 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 HBLIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLIX has more cash in the bank: 12.1B vs. FSIRX (487M). FSIRX pays higher dividends than HBLIX: FSIRX (5.18) vs HBLIX (3.59). FSIRX was incepted earlier than HBLIX: FSIRX (19 years) vs HBLIX (15 years). HBLIX is a more actively managed with annual turnover of: 57.00 vs. FSIRX (29.00). FSIRX has a lower initial minimum investment than HBLIX: FSIRX (0) vs HBLIX (2000). FSIRX annual gain was more profitable for investors over the last year : 9.65 vs. HBLIX (6.79). FSIRX return over 5 years is better than : 31.80 vs. HBLIX (10.03).
| FSIRX | HBLIX | FSIRX / HBLIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 15 years | - |
| Gain YTD | 2.741 | 2.962 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | 500 | N/A | - |
| Net Assets | 487M | 12.1B | 4% |
| Annual Yield % from dividends | 5.18 | 3.59 | 145% |
| Returns for 1 year | 9.65 | 6.79 | 142% |
| Returns for 3 years | 9.91 | 5.38 | 184% |
| Returns for 5 years | 31.80 | 10.03 | 317% |
| Returns for 10 years | 38.50 | 36.36 | 106% |
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