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FSIRX vs HBLIX
FSIRX vs HBLIX Comparison
Open Charts FSIRX vs HBLIX
Fidelity Advisor Strategic Real Ret I
Price$8.63
Change-$0.01 (-0.12%)
VolumeN/A
Net Assets480.98M
Hartford Balanced Income I
Price$14.76
Change-$0.02 (-0.14%)
VolumeN/A
Net Assets11.83B
FSIRX vs HBLIX Comparison Chart in %
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FSIRX vs. HBLIX commentary
Aug 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 Hold.
FUNDAMENTALS
Fundamentals
HBLIX has more cash in the bank: 11.8B 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 (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 : 7.58 vs. HBLIX (5.14). FSIRX return over 5 years is better than : 38.29 vs. HBLIX (14.59).
| 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 | 4.834 | 6.164 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | 500 | N/A | - |
| Net Assets | 481M | 11.8B | 4% |
| Annual Yield % from dividends | 4.61 | 3.58 | 129% |
| Returns for 1 year | 7.58 | 5.14 | 148% |
| Returns for 3 years | 13.51 | 13.29 | 102% |
| Returns for 5 years | 38.29 | 14.59 | 262% |
| Returns for 10 years | 46.32 | 43.70 | 106% |
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