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FSIRX vs HBLIX
FSIRX vs HBLIX Comparison
Open Charts FSIRX vs HBLIX
Fidelity Advisor Strategic Real Ret I
Price$8.12
Change-$0.05 (-0.61%)
VolumeN/A
Net Assets496.03M
Hartford Balanced Income I
Price$13.66
Change-$0.10 (-0.73%)
VolumeN/A
Net Assets11.26B
FSIRX vs HBLIX Comparison Chart
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FSIRX vs. HBLIX commentary
Apr 10, 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 Hold and HBLIX is a Hold.
FUNDAMENTALS
Fundamentals
HBLIX has more cash in the bank: 11.3B vs. FSIRX (496M). FSIRX pays higher dividends than HBLIX: FSIRX (4.65) vs HBLIX (3.60). FSIRX was incepted earlier than HBLIX: FSIRX (20 years) vs HBLIX (15 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 : 1.10 vs. HBLIX (-0.36). FSIRX return over 5 years is better than : 40.89 vs. HBLIX (15.57).
| 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 | 15 years | - |
| Gain YTD | -1.958 | -2.049 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | 500 | N/A | - |
| Net Assets | 496M | 11.3B | 4% |
| Annual Yield % from dividends | 4.65 | 3.60 | 129% |
| Returns for 1 year | 1.10 | -0.36 | -302% |
| Returns for 3 years | -0.14 | 0.38 | -37% |
| Returns for 5 years | 40.89 | 15.57 | 263% |
| Returns for 10 years | 32.46 | 29.43 | 110% |
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