Interact to see
Advertisement
Advertisement
FSIRX vs HBLYX
FSIRX vs HBLYX Comparison
Open Charts FSIRX vs HBLYX
Fidelity Advisor Strategic Real Ret I
Price$8.78
Change+$0.01 (+0.11%)
VolumeN/A
Net Assets480.98M
Hartford Balanced Income Y
Price$15.28
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets11.94B
FSIRX vs HBLYX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FSIRX vs. HBLYX commentary
Aug 29, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 11.9B 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 : 6.79 vs. HBLYX (3.57). FSIRX return over 5 years is better than : 38.83 vs. HBLYX (17.12).
| 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 | 6.411 | 8.047 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | 500 | N/A | - |
| Net Assets | 481M | 11.9B | 4% |
| Annual Yield % from dividends | 4.61 | 3.51 | 131% |
| Returns for 1 year | 6.79 | 3.57 | 190% |
| Returns for 3 years | 12.62 | 16.51 | 76% |
| Returns for 5 years | 38.83 | 17.12 | 227% |
| Returns for 10 years | 50.07 | 50.58 | 99% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| UMI | 50.52 | 0.34 | +0.68% |
| USCF Midstream Energy Income ETF | |||
| SPYX | 53.35 | 0.14 | +0.25% |
| SPDR® S&P 500 Fossil Fuel Rsrv Free ETF | |||
| ZMAR | 26.90 | 0.02 | +0.09% |
| Innovator Equity Defined Prt ETF -1YrMar | |||
| PSIL | 17.55 | 0.01 | +0.07% |
| AdvisorShares Psychedelics ETF | |||
| NMI | 9.69 | -0.06 | -0.62% |
| Nuveen Municipal Income | |||