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FSIRX vs HBLSX
FSIRX vs HBLSX Comparison
Open Charts FSIRX vs HBLSX
Fidelity Advisor Strategic Real Ret I
Price$8.12
Change-$0.05 (-0.61%)
VolumeN/A
Net Assets496.03M
Hartford Balanced Income R4
Price$13.75
Change-$0.09 (-0.65%)
VolumeN/A
Net Assets11.35B
FSIRX vs HBLSX Comparison Chart
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FSIRX vs. HBLSX 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 HBLSX is a Hold.
FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 11.4B vs. FSIRX (496M). FSIRX pays higher dividends than HBLSX: FSIRX (4.65) vs HBLSX (3.26). FSIRX was incepted earlier than HBLSX: FSIRX (20 years) vs HBLSX (15 years). HBLSX (0.96) is less costly to investors than FSIRX (0.77). HBLSX is a more actively managed with annual turnover of: 61.00 vs. FSIRX (23.00). FSIRX (0) and HBLSX (0) have matching initial minimum investment requirements. FSIRX annual gain was more profitable for investors over the last year : 1.10 vs. HBLSX (-0.69). FSIRX return over 5 years is better than : 40.89 vs. HBLSX (13.93).
| FSIRX | HBLSX | FSIRX / HBLSX | |
| Total Expense Ratio | 0.70 | 0.96 | 73% |
| Annual Report Gross Expense Ratio | 0.77 | 0.96 | 80% |
| Fund Existence | 20 years | 15 years | - |
| Gain YTD | -1.958 | -2.124 | 92% |
| 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 | 3.26 | 143% |
| Returns for 1 year | 1.10 | -0.69 | -160% |
| Returns for 3 years | -0.14 | -0.55 | 26% |
| Returns for 5 years | 40.89 | 13.93 | 294% |
| Returns for 10 years | 32.46 | 26.32 | 123% |
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