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FSIRX vs HBLIX
FSIRX vs HBLIX Comparison
Open Charts FSIRX vs HBLIX
Fidelity Advisor Strategic Real Ret I
Price$8.78
Change+$0.01 (+0.11%)
VolumeN/A
Net Assets480.98M
Hartford Balanced Income I
Price$15.05
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets11.94B
FSIRX vs HBLIX Comparison Chart in %
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FSIRX vs. HBLIX commentary
Aug 30, 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: 11.9B vs. FSIRX (481M). FSIRX pays higher dividends than HBLIX: FSIRX (4.61) vs HBLIX (3.58). FSIRX was incepted earlier than HBLIX: FSIRX (20 years) vs HBLIX (16 years). FSIRX (0.77) is less costly to investors than HBLIX (0.65). HBLIX is a more actively managed with annual turnover of: 61.00 vs. FSIRX (23.00). 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 : 6.79 vs. HBLIX (3.51). FSIRX return over 5 years is better than : 38.83 vs. HBLIX (17.08).
| FSIRX | HBLIX | FSIRX / HBLIX | |
| Total Expense Ratio | 0.70 | 0.65 | 108% |
| Annual Report Gross Expense Ratio | 0.77 | 0.65 | 118% |
| Fund Existence | 20 years | 16 years | - |
| Gain YTD | 6.411 | 8.031 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | 500 | N/A | - |
| Net Assets | 481M | 11.9B | 4% |
| Annual Yield % from dividends | 4.61 | 3.58 | 129% |
| Returns for 1 year | 6.79 | 3.51 | 193% |
| Returns for 3 years | 12.62 | 16.48 | 77% |
| Returns for 5 years | 38.83 | 17.08 | 227% |
| Returns for 10 years | 50.07 | 50.16 | 100% |
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