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FSIRX vs HBLIX
FSIRX vs HBLIX Comparison
Open Charts FSIRX vs HBLIX
Fidelity Advisor Strategic Real Ret I
Price$8.55
Change-$0.01 (-0.12%)
VolumeN/A
CapitalizationN/A
Hartford Balanced Income I
Price$15.12
Change-$0.02 (-0.13%)
VolumeN/A
CapitalizationN/A
FSIRX vs HBLIX Comparison Chart
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FSIRX vs. HBLIX commentary
Nov 14, 2024
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 Sell.
FUNDAMENTALS
Fundamentals
HBLIX has more cash in the bank: 12.5B vs. FSIRX (496M). 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). HBLIX annual gain was more profitable for investors over the last year : 16.01 vs. FSIRX (10.72). FSIRX return over 5 years is better than : 31.30 vs. HBLIX (16.86).
| 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 | 6.306 | 8.632 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | 500 | N/A | - |
| Net Assets | 496M | 12.5B | 4% |
| Annual Yield % from dividends | 5.18 | 3.59 | 145% |
| Returns for 1 year | 10.72 | 16.01 | 67% |
| Returns for 3 years | 7.84 | -0.23 | -3,424% |
| Returns for 5 years | 31.30 | 16.86 | 186% |
| Returns for 10 years | 32.28 | 40.34 | 80% |
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