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FSIRX vs HBLRX
FSIRX vs HBLRX Comparison
Open Charts FSIRX vs HBLRX
Fidelity Advisor Strategic Real Ret I
Price$8.55
Change-$0.01 (-0.12%)
VolumeN/A
CapitalizationN/A
Hartford Balanced Income R3
Price$15.19
Change-$0.02 (-0.13%)
VolumeN/A
CapitalizationN/A
FSIRX vs HBLRX Comparison Chart
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FSIRX vs. HBLRX commentary
Nov 14, 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 StrongBuy and HBLRX is a Sell.
FUNDAMENTALS
Fundamentals
HBLRX has more cash in the bank: 12.5B vs. FSIRX (496M). FSIRX pays higher dividends than HBLRX: FSIRX (5.18) vs HBLRX (2.97). FSIRX was incepted earlier than HBLRX: FSIRX (19 years) vs HBLRX (14 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 : 17.44 vs. FSIRX (10.72). FSIRX return over 5 years is better than : 31.30 vs. HBLRX (14.21).
| FSIRX | HBLRX | FSIRX / HBLRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 14 years | - |
| Gain YTD | 6.306 | 8.148 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | 500 | N/A | - |
| Net Assets | 496M | 12.5B | 4% |
| Annual Yield % from dividends | 5.18 | 2.97 | 174% |
| Returns for 1 year | 10.72 | 17.44 | 61% |
| Returns for 3 years | 7.84 | -1.88 | -417% |
| Returns for 5 years | 31.30 | 14.21 | 220% |
| Returns for 10 years | 32.28 | 33.82 | 95% |
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