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FSIRX vs HBLSX
FSIRX vs HBLSX Comparison
Open Charts FSIRX vs HBLSX
Fidelity Advisor Strategic Real Ret I
Price$8.52
Change+$0.01 (+0.12%)
VolumeN/A
Net Assets479.95M
Hartford Balanced Income R4
Price$14.46
Change+$0.04 (+0.28%)
VolumeN/A
Net Assets12.1B
FSIRX vs HBLSX Comparison Chart
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FSIRX vs. HBLSX commentary
Jan 19, 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 Buy.
FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 12.1B vs. FSIRX (480M). 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. FSIRX annual gain was more profitable for investors over the last year : 9.04 vs. HBLSX (5.93). FSIRX return over 5 years is better than : 29.97 vs. HBLSX (7.95).
| 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 | 1.549 | 1.403 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | 500 | N/A | - |
| Net Assets | 480M | 12.1B | 4% |
| Annual Yield % from dividends | 5.18 | 3.25 | 159% |
| Returns for 1 year | 9.04 | 5.93 | 153% |
| Returns for 3 years | 8.87 | 0.23 | 3,937% |
| Returns for 5 years | 29.97 | 7.95 | 377% |
| Returns for 10 years | 36.75 | 33.07 | 111% |
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