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FSIRX vs HBLYX
FSIRX vs HBLYX Comparison
Open Charts FSIRX vs HBLYX
Fidelity Advisor Strategic Real Ret I
Price$8.56
Change-$0.02 (-0.23%)
VolumeN/A
CapitalizationN/A
Hartford Balanced Income Y
Price$14.70
Change-$0.54 (-3.54%)
VolumeN/A
CapitalizationN/A
FSIRX vs HBLYX Comparison Chart
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FSIRX vs. HBLYX 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 HBLYX is a Hold.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 12.3B vs. FSIRX (501M). 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 : 9.02 vs. FSIRX (7.02). FSIRX return over 5 years is better than : 29.75 vs. HBLYX (15.15).
| 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 | 7.844 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | 500 | N/A | - |
| Net Assets | 501M | 12.3B | 4% |
| Annual Yield % from dividends | 5.18 | 3.51 | 148% |
| Returns for 1 year | 7.02 | 9.02 | 78% |
| Returns for 3 years | 9.60 | 4.49 | 214% |
| Returns for 5 years | 29.75 | 15.15 | 196% |
| Returns for 10 years | 35.27 | 41.42 | 85% |
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