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FSIRX vs HBLTX
FSIRX vs HBLTX Comparison
Open Charts FSIRX vs HBLTX
Fidelity Advisor Strategic Real Ret I
Price$8.70
Change-$0.01 (-0.11%)
VolumeN/A
CapitalizationN/A
Hartford Balanced Income R5
Price$15.42
Change-$0.01 (-0.06%)
VolumeN/A
CapitalizationN/A
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FSIRX vs HBLTX Comparison Chart
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FSIRX vs. HBLTX commentary
Sep 21, 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 HBLTX is a Buy.
FUNDAMENTALS
Fundamentals
HBLTX has more cash in the bank: 12.8B vs. FSIRX (496M). FSIRX pays higher dividends than HBLTX: FSIRX (5.18) vs HBLTX (3.54). FSIRX was incepted earlier than HBLTX: FSIRX (19 years) vs HBLTX (14 years). HBLTX is a more actively managed with annual turnover of: 57.00 vs. FSIRX (29.00). FSIRX (0) and HBLTX (0) have matching initial minimum investment requirements. HBLTX annual gain was more profitable for investors over the last year : 15.02 vs. FSIRX (7.99). FSIRX return over 5 years is better than : 30.67 vs. HBLTX (18.55).
| FSIRX | HBLTX | FSIRX / HBLTX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 14 years | - |
| Gain YTD | 6.190 | 8.693 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | 500 | N/A | - |
| Net Assets | 496M | 12.8B | 4% |
| Annual Yield % from dividends | 5.18 | 3.54 | 146% |
| Returns for 1 year | 7.99 | 15.02 | 53% |
| Returns for 3 years | 11.09 | 1.18 | 941% |
| Returns for 5 years | 30.67 | 18.55 | 165% |
| Returns for 10 years | 33.35 | 41.27 | 81% |
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