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FSIRX vs HBLRX
FSIRX vs HBLRX Comparison
Open Charts FSIRX vs HBLRX
Fidelity Advisor Strategic Real Ret I
Price$8.62
Change-$0.03 (-0.35%)
VolumeN/A
Net Assets487.18M
Hartford Balanced Income R3
Price$14.67
Change-$0.02 (-0.14%)
VolumeN/A
Net Assets12.12B
FSIRX vs HBLRX Comparison Chart
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FSIRX vs. HBLRX commentary
Feb 23, 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 HBLRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLRX has more cash in the bank: 12.1B vs. FSIRX (487M). 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. FSIRX annual gain was more profitable for investors over the last year : 9.65 vs. HBLRX (6.15). FSIRX return over 5 years is better than : 31.80 vs. HBLRX (7.17).
| 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 | 2.741 | 2.875 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | 500 | N/A | - |
| Net Assets | 487M | 12.1B | 4% |
| Annual Yield % from dividends | 5.18 | 2.97 | 174% |
| Returns for 1 year | 9.65 | 6.15 | 157% |
| Returns for 3 years | 9.91 | 3.47 | 286% |
| Returns for 5 years | 31.80 | 7.17 | 444% |
| Returns for 10 years | 38.50 | 29.93 | 129% |
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