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FSIRX vs HBLYX
FSIRX vs HBLYX Comparison
Open Charts FSIRX vs HBLYX
Fidelity Advisor Strategic Real Ret I
Price$8.55
Change-$0.01 (-0.12%)
VolumeN/A
CapitalizationN/A
Hartford Balanced Income Y
Price$15.34
Change-$0.02 (-0.13%)
VolumeN/A
CapitalizationN/A
FSIRX vs HBLYX Comparison Chart
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FSIRX vs. HBLYX commentary
Nov 14, 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 StrongBuy and HBLYX is a Sell.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 12.5B vs. FSIRX (496M). FSIRX pays higher dividends than HBLYX: FSIRX (5.18) vs HBLYX (3.51). FSIRX was incepted earlier than HBLYX: FSIRX (19 years) vs HBLYX (18 years). HBLYX is a more actively managed with annual turnover of: 57.00 vs. FSIRX (29.00). FSIRX has a lower initial minimum investment than HBLYX: FSIRX (0) vs HBLYX (250000). HBLYX annual gain was more profitable for investors over the last year : 18.11 vs. FSIRX (10.72). FSIRX return over 5 years is better than : 31.30 vs. HBLYX (17.30).
| FSIRX | HBLYX | FSIRX / HBLYX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 18 years | - |
| Gain YTD | 6.306 | 8.693 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | 500 | N/A | - |
| Net Assets | 496M | 12.5B | 4% |
| Annual Yield % from dividends | 5.18 | 3.51 | 148% |
| Returns for 1 year | 10.72 | 18.11 | 59% |
| Returns for 3 years | 7.84 | -0.08 | -9,877% |
| Returns for 5 years | 31.30 | 17.30 | 181% |
| Returns for 10 years | 32.28 | 40.99 | 79% |
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