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FSIRX vs HBLVX
FSIRX vs HBLVX Comparison
Open Charts FSIRX vs HBLVX
Fidelity Advisor Strategic Real Ret I
Price$8.70
Change-$0.01 (-0.11%)
VolumeN/A
CapitalizationN/A
Hartford Balanced Income R6
Price$15.54
Change-$0.01 (-0.06%)
VolumeN/A
CapitalizationN/A
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FSIRX vs HBLVX Comparison Chart
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FSIRX vs. HBLVX 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 HBLVX is a Buy.
FUNDAMENTALS
Fundamentals
HBLVX has more cash in the bank: 12.8B vs. FSIRX (496M). FSIRX pays higher dividends than HBLVX: FSIRX (5.18) vs HBLVX (3.62). FSIRX was incepted earlier than HBLVX: FSIRX (19 years) vs HBLVX (10 years). HBLVX is a more actively managed with annual turnover of: 57.00 vs. FSIRX (29.00). FSIRX (0) and HBLVX (0) have matching initial minimum investment requirements. HBLVX annual gain was more profitable for investors over the last year : 15.10 vs. FSIRX (7.99). FSIRX return over 5 years is better than : 30.67 vs. HBLVX (19.10).
| FSIRX | HBLVX | FSIRX / HBLVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 10 years | - |
| Gain YTD | 6.190 | 8.757 | 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 | 3.62 | 143% |
| Returns for 1 year | 7.99 | 15.10 | 53% |
| Returns for 3 years | 11.09 | 1.55 | 716% |
| Returns for 5 years | 30.67 | 19.10 | 161% |
| Returns for 10 years | 33.35 | N/A | - |
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