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FSIRX vs HBLRX
FSIRX vs HBLRX Comparison
Open Charts FSIRX vs HBLRX
Fidelity Advisor Strategic Real Ret I
Price$8.12
Change-$0.05 (-0.61%)
VolumeN/A
Net Assets496.03M
Hartford Balanced Income R3
Price$13.74
Change-$0.10 (-0.72%)
VolumeN/A
Net Assets11.35B
FSIRX vs HBLRX Comparison Chart
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FSIRX vs. HBLRX commentary
Apr 10, 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 Hold and HBLRX is a Hold.
FUNDAMENTALS
Fundamentals
HBLRX has more cash in the bank: 11.4B vs. FSIRX (496M). FSIRX pays higher dividends than HBLRX: FSIRX (4.65) vs HBLRX (2.96). FSIRX was incepted earlier than HBLRX: FSIRX (20 years) vs HBLRX (15 years). HBLRX (1.28) is less costly to investors than FSIRX (0.77). HBLRX is a more actively managed with annual turnover of: 61.00 vs. FSIRX (23.00). FSIRX (0) and HBLRX (0) have matching initial minimum investment requirements. FSIRX annual gain was more profitable for investors over the last year : 1.10 vs. HBLRX (-0.93). FSIRX return over 5 years is better than : 40.89 vs. HBLRX (12.39).
| FSIRX | HBLRX | FSIRX / HBLRX | |
| Total Expense Ratio | 0.70 | 1.28 | 55% |
| Annual Report Gross Expense Ratio | 0.77 | 1.28 | 60% |
| Fund Existence | 20 years | 15 years | - |
| Gain YTD | -1.958 | -2.194 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | 500 | N/A | - |
| Net Assets | 496M | 11.4B | 4% |
| Annual Yield % from dividends | 4.65 | 2.96 | 157% |
| Returns for 1 year | 1.10 | -0.93 | -118% |
| Returns for 3 years | -0.14 | -1.43 | 10% |
| Returns for 5 years | 40.89 | 12.39 | 330% |
| Returns for 10 years | 32.46 | 23.22 | 140% |
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