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FSIRX vs HBLSX
FSIRX vs HBLSX Comparison
Open Charts FSIRX vs HBLSX
Fidelity Advisor Strategic Real Ret I
Price$8.78
Change+$0.01 (+0.11%)
VolumeN/A
Net Assets480.98M
Hartford Balanced Income R4
Price$15.13
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets11.94B
FSIRX vs HBLSX Comparison Chart in %
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FSIRX vs. HBLSX commentary
Aug 30, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 11.9B 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 : 6.79 vs. HBLSX (3.22). FSIRX return over 5 years is better than : 38.83 vs. HBLSX (15.41).
| 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 | 6.411 | 7.878 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | 500 | N/A | - |
| Net Assets | 481M | 11.9B | 4% |
| Annual Yield % from dividends | 4.61 | 3.24 | 142% |
| Returns for 1 year | 6.79 | 3.22 | 211% |
| Returns for 3 years | 12.62 | 15.48 | 82% |
| Returns for 5 years | 38.83 | 15.41 | 252% |
| Returns for 10 years | 50.07 | 46.46 | 108% |
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