Ad is loading...
FSIRX vs HBLSX
FSIRX vs HBLSX Comparison
Open Charts FSIRX vs HBLSX
Fidelity Advisor Strategic Real Ret I
Price$8.56
Change-$0.02 (-0.23%)
VolumeN/A
CapitalizationN/A
Hartford Balanced Income R4
Price$14.55
Change-$0.55 (-3.64%)
VolumeN/A
CapitalizationN/A
FSIRX vs HBLSX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FSIRX vs. HBLSX commentary
Dec 18, 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 Sell and HBLSX is a Hold.
FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 12.3B vs. FSIRX (501M). FSIRX pays higher dividends than HBLSX: FSIRX (5.18) vs HBLSX (3.25). FSIRX was incepted earlier than HBLSX: FSIRX (19 years) vs HBLSX (15 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 : 8.72 vs. FSIRX (7.02). FSIRX return over 5 years is better than : 29.75 vs. HBLSX (13.56).
| FSIRX | HBLSX | FSIRX / HBLSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 15 years | - |
| Gain YTD | 6.306 | 7.612 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | 500 | N/A | - |
| Net Assets | 501M | 12.3B | 4% |
| Annual Yield % from dividends | 5.18 | 3.25 | 159% |
| Returns for 1 year | 7.02 | 8.72 | 81% |
| Returns for 3 years | 9.60 | 3.55 | 270% |
| Returns for 5 years | 29.75 | 13.56 | 219% |
| Returns for 10 years | 35.27 | 37.62 | 94% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| DFND | 43.99 | 0.64 | +1.48% |
| Siren DIVCON Dividend Defender ETF | |||
| FLTB | 49.90 | 0.03 | +0.05% |
| Fidelity Limited Term Bond ETF | |||
| PFIG | 23.70 | -0.01 | -0.06% |
| Invesco Fdmtl Invmt Grd Corp Bd ETF | |||
| ESGE | 34.27 | -0.14 | -0.40% |
| iShares ESG Aware MSCI EM ETF | |||
| VUSE | 60.69 | -0.39 | -0.64% |
| Vident U.S. Equity Strategy ETF | |||