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FSIRX vs HBLSX
FSIRX vs HBLSX Comparison
Open Charts FSIRX vs HBLSX
Fidelity Advisor Strategic Real Ret I
Price$8.64
Change+$0.02 (+0.23%)
VolumeN/A
Net Assets492.74M
Hartford Balanced Income R4
Price$14.74
Change+$0.05 (+0.34%)
VolumeN/A
Net Assets11.77B
FSIRX vs HBLSX Comparison Chart in %
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FSIRX vs. HBLSX commentary
Jul 18, 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 (493M). FSIRX pays higher dividends than HBLSX: FSIRX (4.64) 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 : 5.57 vs. HBLSX (2.31). FSIRX return over 5 years is better than : 42.36 vs. HBLSX (13.49).
| 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 | 4.591 | 4.741 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | 500 | N/A | - |
| Net Assets | 493M | 11.8B | 4% |
| Annual Yield % from dividends | 4.64 | 3.24 | 143% |
| Returns for 1 year | 5.57 | 2.31 | 242% |
| Returns for 3 years | 17.65 | 14.73 | 120% |
| Returns for 5 years | 42.36 | 13.49 | 314% |
| Returns for 10 years | 43.19 | 37.67 | 115% |
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