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FSIRX vs HBLYX
FSIRX vs HBLYX Comparison
Open Charts FSIRX vs HBLYX
Fidelity Advisor Strategic Real Ret I
Price$8.63
Change-$0.01 (-0.12%)
VolumeN/A
Net Assets480.98M
Hartford Balanced Income Y
Price$14.98
Change-$0.03 (-0.20%)
VolumeN/A
Net Assets11.83B
FSIRX vs HBLYX Comparison Chart in %
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FSIRX vs. HBLYX commentary
Aug 07, 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: 11.8B vs. FSIRX (481M). FSIRX pays higher dividends than HBLYX: FSIRX (4.61) vs HBLYX (3.51). 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 : 7.58 vs. HBLYX (5.18). FSIRX return over 5 years is better than : 38.29 vs. HBLYX (14.59).
| 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 | 4.834 | 6.207 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | 500 | N/A | - |
| Net Assets | 481M | 11.8B | 4% |
| Annual Yield % from dividends | 4.61 | 3.51 | 131% |
| Returns for 1 year | 7.58 | 5.18 | 146% |
| Returns for 3 years | 13.51 | 13.36 | 101% |
| Returns for 5 years | 38.29 | 14.59 | 262% |
| Returns for 10 years | 46.32 | 44.17 | 105% |
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