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FSIRX vs HBLSX
FSIRX vs HBLSX Comparison
Open Charts FSIRX vs HBLSX
Fidelity Advisor Strategic Real Ret I
Price$8.63
Change-$0.01 (-0.12%)
VolumeN/A
Net Assets480.98M
Hartford Balanced Income R4
Price$14.84
Change-$0.03 (-0.20%)
VolumeN/A
Net Assets11.83B
FSIRX vs HBLSX Comparison Chart in %
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FSIRX vs. HBLSX commentary
Aug 07, 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 HBLSX is a Hold.
FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 11.8B vs. FSIRX (481M). FSIRX pays higher dividends than HBLSX: FSIRX (4.61) vs HBLSX (3.24). 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 : 7.58 vs. HBLSX (4.83). FSIRX return over 5 years is better than : 38.29 vs. HBLSX (12.90).
| 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 | 4.834 | 6.024 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | 500 | N/A | - |
| Net Assets | 481M | 11.8B | 4% |
| Annual Yield % from dividends | 4.61 | 3.24 | 142% |
| Returns for 1 year | 7.58 | 4.83 | 157% |
| Returns for 3 years | 13.51 | 12.33 | 110% |
| Returns for 5 years | 38.29 | 12.90 | 297% |
| Returns for 10 years | 46.32 | 40.19 | 115% |
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