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FSIRX vs HBLSX
FSIRX vs HBLSX Comparison
Open Charts FSIRX vs HBLSX
Fidelity Advisor Strategic Real Ret I
Price$8.80
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets489.07M
Hartford Balanced Income R4
Price$15.19
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets11.89B
FSIRX vs HBLSX Comparison Chart in %
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FSIRX vs. HBLSX commentary
Oct 09, 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 Buy and HBLSX is a Hold.
FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 11.9B vs. FSIRX (489M). FSIRX pays higher dividends than HBLSX: FSIRX (4.46) vs HBLSX (3.18). 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 : 7.17 vs. HBLSX (3.51). FSIRX return over 5 years is better than : 40.62 vs. HBLSX (16.22).
| 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 | 8.405 | 9.100 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | 500 | N/A | - |
| Net Assets | 489M | 11.9B | 4% |
| Annual Yield % from dividends | 4.46 | 3.18 | 140% |
| Returns for 1 year | 7.17 | 3.51 | 204% |
| Returns for 3 years | 22.36 | 24.86 | 90% |
| Returns for 5 years | 40.62 | 16.22 | 250% |
| Returns for 10 years | 51.63 | 46.09 | 112% |
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