Ad is loading...
FSIRX vs HBLSX
FSIRX vs HBLSX Comparison
Open Charts FSIRX vs HBLSX
Fidelity Advisor Strategic Real Ret I
Price$8.55
Change-$0.01 (-0.12%)
VolumeN/A
CapitalizationN/A
Hartford Balanced Income R4
Price$15.20
Change-$0.02 (-0.13%)
VolumeN/A
CapitalizationN/A
FSIRX vs HBLSX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FSIRX vs. HBLSX commentary
Nov 14, 2024
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 Sell.
FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 12.5B vs. FSIRX (496M). FSIRX pays higher dividends than HBLSX: FSIRX (5.18) vs HBLSX (3.25). FSIRX was incepted earlier than HBLSX: FSIRX (19 years) vs HBLSX (14 years). HBLSX is a more actively managed with annual turnover of: 57.00 vs. FSIRX (29.00). FSIRX (0) and HBLSX (0) have matching initial minimum investment requirements. HBLSX annual gain was more profitable for investors over the last year : 17.78 vs. FSIRX (10.72). FSIRX return over 5 years is better than : 31.30 vs. HBLSX (15.70).
| FSIRX | HBLSX | FSIRX / HBLSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 14 years | - |
| Gain YTD | 6.306 | 8.467 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | 500 | N/A | - |
| Net Assets | 496M | 12.5B | 4% |
| Annual Yield % from dividends | 5.18 | 3.25 | 159% |
| Returns for 1 year | 10.72 | 17.78 | 60% |
| Returns for 3 years | 7.84 | -1.02 | -772% |
| Returns for 5 years | 31.30 | 15.70 | 199% |
| Returns for 10 years | 32.28 | 37.21 | 87% |
View a ticker or compare two or three
VS
VS
Ad is loading...