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FSIRX vs HBLYX
FSIRX vs HBLYX Comparison
Open Charts FSIRX vs HBLYX
Fidelity Advisor Strategic Real Ret I
Price$8.64
Change+$0.02 (+0.23%)
VolumeN/A
Net Assets492.74M
Hartford Balanced Income Y
Price$14.88
Change+$0.05 (+0.34%)
VolumeN/A
Net Assets11.77B
FSIRX vs HBLYX Comparison Chart in %
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FSIRX vs. HBLYX commentary
Jul 18, 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 (493M). FSIRX pays higher dividends than HBLYX: FSIRX (4.64) 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 : 5.57 vs. HBLYX (2.67). FSIRX return over 5 years is better than : 42.36 vs. HBLYX (15.26).
| 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 | 4.591 | 4.934 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | 500 | N/A | - |
| Net Assets | 493M | 11.8B | 4% |
| Annual Yield % from dividends | 4.64 | 3.51 | 132% |
| Returns for 1 year | 5.57 | 2.67 | 209% |
| Returns for 3 years | 17.65 | 15.85 | 111% |
| Returns for 5 years | 42.36 | 15.26 | 278% |
| Returns for 10 years | 43.19 | 41.70 | 104% |
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