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FSIRX vs HBLIX
FSIRX vs HBLIX Comparison
Open Charts FSIRX vs HBLIX
Fidelity Advisor Strategic Real Ret I
Price$8.56
Change-$0.02 (-0.23%)
VolumeN/A
CapitalizationN/A
Hartford Balanced Income I
Price$14.48
Change-$0.54 (-3.60%)
VolumeN/A
CapitalizationN/A
FSIRX vs HBLIX Comparison Chart
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FSIRX vs. HBLIX commentary
Dec 18, 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 Sell and HBLIX is a Hold.
FUNDAMENTALS
Fundamentals
HBLIX has more cash in the bank: 12.3B vs. FSIRX (501M). 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 : 9.04 vs. FSIRX (7.02). FSIRX return over 5 years is better than : 29.75 vs. HBLIX (15.08).
| 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 | 7.913 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | 500 | N/A | - |
| Net Assets | 501M | 12.3B | 4% |
| Annual Yield % from dividends | 5.18 | 3.59 | 145% |
| Returns for 1 year | 7.02 | 9.04 | 78% |
| Returns for 3 years | 9.60 | 4.53 | 212% |
| Returns for 5 years | 29.75 | 15.08 | 197% |
| Returns for 10 years | 35.27 | 40.95 | 86% |
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