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FSIRX vs HBLYX
FSIRX vs HBLYX Comparison
Open Charts FSIRX vs HBLYX
Fidelity Advisor Strategic Real Ret I
Price$8.12
Change-$0.05 (-0.61%)
VolumeN/A
Net Assets496.03M
Hartford Balanced Income Y
Price$13.87
Change-$0.10 (-0.72%)
VolumeN/A
Net Assets11.35B
FSIRX vs HBLYX Comparison Chart
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FSIRX vs. HBLYX commentary
Apr 10, 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 Hold and HBLYX is a Hold.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 11.4B vs. FSIRX (496M). FSIRX pays higher dividends than HBLYX: FSIRX (4.65) vs HBLYX (3.53). 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 : 1.10 vs. HBLYX (-0.32). FSIRX return over 5 years is better than : 40.89 vs. HBLYX (15.59).
| 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 | -1.958 | -2.021 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | 500 | N/A | - |
| Net Assets | 496M | 11.4B | 4% |
| Annual Yield % from dividends | 4.65 | 3.53 | 132% |
| Returns for 1 year | 1.10 | -0.32 | -349% |
| Returns for 3 years | -0.14 | 0.41 | -34% |
| Returns for 5 years | 40.89 | 15.59 | 262% |
| Returns for 10 years | 32.46 | 29.88 | 109% |
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