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FSIRX vs HBLSX
FSIRX vs HBLSX Comparison
Open Charts FSIRX vs HBLSX
Fidelity Advisor Strategic Real Ret I
Price$8.84
Change+$0.01 (+0.11%)
VolumeN/A
Net Assets500.58M
Hartford Balanced Income R4
Price$15.08
Change+$0.02 (+0.13%)
VolumeN/A
Net Assets11.58B
FSIRX vs HBLSX Comparison Chart in %
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FSIRX vs. HBLSX commentary
Nov 20, 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 Hold and HBLSX is a Hold.
FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 11.6B vs. FSIRX (501M). FSIRX pays higher dividends than HBLSX: FSIRX (4.77) vs HBLSX (3.19). 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 : 7.91 vs. HBLSX (2.69). FSIRX return over 5 years is better than : 39.23 vs. HBLSX (11.95).
| 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 | 8.775 | 8.238 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | 500 | N/A | - |
| Net Assets | 501M | 11.6B | 4% |
| Annual Yield % from dividends | 4.77 | 3.19 | 150% |
| Returns for 1 year | 7.91 | 2.69 | 294% |
| Returns for 3 years | 19.89 | 16.10 | 124% |
| Returns for 5 years | 39.23 | 11.95 | 328% |
| Returns for 10 years | 57.25 | 42.34 | 135% |
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