Ad is loading...
FSIRX vs HBLRX
FSIRX vs HBLRX Comparison
Open Charts FSIRX vs HBLRX
Fidelity Advisor Strategic Real Ret I
Price$8.52
Change+$0.01 (+0.12%)
VolumeN/A
Net Assets479.95M
Hartford Balanced Income R3
Price$14.45
Change+$0.04 (+0.28%)
VolumeN/A
Net Assets12.1B
FSIRX vs HBLRX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FSIRX vs. HBLRX commentary
Jan 19, 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 Buy.
FUNDAMENTALS
Fundamentals
HBLRX has more cash in the bank: 12.1B vs. FSIRX (480M). 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 : 9.04 vs. HBLRX (5.60). FSIRX return over 5 years is better than : 29.97 vs. HBLRX (6.54).
| 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 | 1.549 | 1.332 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | 500 | N/A | - |
| Net Assets | 480M | 12.1B | 4% |
| Annual Yield % from dividends | 5.18 | 2.97 | 174% |
| Returns for 1 year | 9.04 | 5.60 | 162% |
| Returns for 3 years | 8.87 | -0.72 | -1,231% |
| Returns for 5 years | 29.97 | 6.54 | 458% |
| Returns for 10 years | 36.75 | 29.77 | 123% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers