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FSIRX vs HBLIX
FSIRX vs HBLIX Comparison
Open Charts FSIRX vs HBLIX
Fidelity Advisor Strategic Real Ret I
Price$8.60
Change+$0.01 (+0.12%)
VolumeN/A
Net Assets488.05M
Hartford Balanced Income I
Price$14.54
Change+$0.02 (+0.14%)
VolumeN/A
Net Assets11.74B
FSIRX vs HBLIX Comparison Chart
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FSIRX vs. HBLIX commentary
Jun 07, 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: 11.7B vs. FSIRX (488M). FSIRX pays higher dividends than HBLIX: FSIRX (4.72) 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 : 5.30 vs. HBLIX (3.83). FSIRX return over 5 years is better than : 40.96 vs. HBLIX (13.32).
| 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 | 3.082 | 3.361 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | 500 | N/A | - |
| Net Assets | 488M | 11.7B | 4% |
| Annual Yield % from dividends | 4.72 | 3.60 | 131% |
| Returns for 1 year | 5.30 | 3.83 | 138% |
| Returns for 3 years | 6.19 | 8.26 | 75% |
| Returns for 5 years | 40.96 | 13.32 | 308% |
| Returns for 10 years | 40.51 | 39.22 | 103% |
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