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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+$0.03 (+0.35%)
VolumeN/A
Net Assets479.95M
Hartford Balanced Income Y
Price$14.77
Change+$0.06 (+0.41%)
VolumeN/A
Net Assets12.14B
FSIRX vs HBLYX Comparison Chart
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FSIRX vs. HBLYX commentary
Jan 31, 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 HBLYX is a Buy.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 12.1B vs. FSIRX (480M). FSIRX pays higher dividends than HBLYX: FSIRX (5.18) vs HBLYX (3.51). FSIRX was incepted earlier than HBLYX: FSIRX (19 years) vs HBLYX (19 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). FSIRX annual gain was more profitable for investors over the last year : 8.24 vs. HBLYX (6.30). FSIRX return over 5 years is better than : 31.84 vs. HBLYX (11.00).
| FSIRX | HBLYX | FSIRX / HBLYX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 19 years | - |
| Gain YTD | 1.669 | 2.224 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | 500 | N/A | - |
| Net Assets | 480M | 12.1B | 4% |
| Annual Yield % from dividends | 5.18 | 3.51 | 148% |
| Returns for 1 year | 8.24 | 6.30 | 131% |
| Returns for 3 years | 8.76 | 2.19 | 400% |
| Returns for 5 years | 31.84 | 11.00 | 290% |
| Returns for 10 years | 36.61 | 37.81 | 97% |
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