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FSIRX vs HBLRX
FSIRX vs HBLRX Comparison
Open Charts FSIRX vs HBLRX
Fidelity Advisor Strategic Real Ret I
Price$8.56
Change-$0.02 (-0.23%)
VolumeN/A
CapitalizationN/A
Hartford Balanced Income R3
Price$14.54
Change-$0.54 (-3.58%)
VolumeN/A
CapitalizationN/A
FSIRX vs HBLRX Comparison Chart
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FSIRX vs. HBLRX 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 HBLRX is a Hold.
FUNDAMENTALS
Fundamentals
HBLRX has more cash in the bank: 12.3B vs. FSIRX (501M). FSIRX pays higher dividends than HBLRX: FSIRX (5.18) vs HBLRX (2.97). FSIRX was incepted earlier than HBLRX: FSIRX (19 years) vs HBLRX (15 years). HBLRX is a more actively managed with annual turnover of: 57.00 vs. FSIRX (29.00). FSIRX (0) and HBLRX (0) have matching initial minimum investment requirements. HBLRX annual gain was more profitable for investors over the last year : 8.40 vs. FSIRX (7.02). FSIRX return over 5 years is better than : 29.75 vs. HBLRX (12.02).
| FSIRX | HBLRX | FSIRX / HBLRX | |
| 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 | 7.224 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | 500 | N/A | - |
| Net Assets | 501M | 12.3B | 4% |
| Annual Yield % from dividends | 5.18 | 2.97 | 174% |
| Returns for 1 year | 7.02 | 8.40 | 84% |
| Returns for 3 years | 9.60 | 2.58 | 372% |
| Returns for 5 years | 29.75 | 12.02 | 247% |
| Returns for 10 years | 35.27 | 34.24 | 103% |
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