Interact to see
Advertisement
Advertisement
FSIRX vs HBLYX
FSIRX vs HBLYX Comparison
Open Charts FSIRX vs HBLYX
Fidelity Advisor Strategic Real Ret I
Price$8.86
Change-$0.03 (-0.34%)
VolumeN/A
Net Assets482.75M
Hartford Balanced Income Y
Price$15.37
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets11.96B
FSIRX vs HBLYX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FSIRX vs. HBLYX commentary
Sep 19, 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 Hold.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 12B vs. FSIRX (483M). FSIRX pays higher dividends than HBLYX: FSIRX (4.52) vs HBLYX (3.43). FSIRX was incepted earlier than HBLYX: FSIRX (20 years) vs HBLYX (19 years). FSIRX (0.77) is less costly to investors than HBLYX (0.67). HBLYX is a more actively managed with annual turnover of: 61.00 vs. FSIRX (23.00). 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 : 7.25 vs. HBLYX (2.64). FSIRX return over 5 years is better than : 40.90 vs. HBLYX (18.04).
| FSIRX | HBLYX | FSIRX / HBLYX | |
| Total Expense Ratio | 0.70 | 0.67 | 104% |
| Annual Report Gross Expense Ratio | 0.77 | 0.67 | 115% |
| Fund Existence | 20 years | 19 years | - |
| Gain YTD | 7.867 | 8.684 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | 500 | N/A | - |
| Net Assets | 483M | 12B | 4% |
| Annual Yield % from dividends | 4.52 | 3.43 | 132% |
| Returns for 1 year | 7.25 | 2.64 | 275% |
| Returns for 3 years | 18.63 | 20.08 | 93% |
| Returns for 5 years | 40.90 | 18.04 | 227% |
| Returns for 10 years | 52.65 | 51.58 | 102% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers