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FSIRX vs HBLAX
FSIRX vs HBLAX Comparison
Open Charts FSIRX vs HBLAX
Fidelity Advisor Strategic Real Ret I
Price$8.86
Change+$0.01 (+0.11%)
VolumeN/A
Net Assets505.26M
Hartford Balanced Income A
Price$14.74
Change+$0.04 (+0.27%)
VolumeN/A
Net Assets11.68B
FSIRX vs HBLAX Comparison Chart in %
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FSIRX vs. HBLAX commentary
Dec 26, 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 HBLAX is a Hold.
FUNDAMENTALS
Fundamentals
HBLAX has more cash in the bank: 11.7B vs. FSIRX (505M). FSIRX pays higher dividends than HBLAX: FSIRX (4.71) vs HBLAX (3.23). FSIRX was incepted earlier than HBLAX: FSIRX (20 years) vs HBLAX (19 years). HBLAX (0.89) is less costly to investors than FSIRX (0.78). HBLAX is a more actively managed with annual turnover of: 61.00 vs. FSIRX (29.00). FSIRX has a lower initial minimum investment than HBLAX: FSIRX (0) vs HBLAX (2000). HBLAX IRA initial investment is lower compared to FSIRX: HBLAX (2000) vs FSIRX (500). FSIRX annual gain was more profitable for investors over the last year : 9.28 vs. HBLAX (6.45). FSIRX return over 5 years is better than : 35.96 vs. HBLAX (9.77).
| FSIRX | HBLAX | FSIRX / HBLAX | |
| Total Expense Ratio | 0.70 | 0.89 | 79% |
| Annual Report Gross Expense Ratio | 0.78 | 0.89 | 88% |
| Fund Existence | 20 years | 19 years | - |
| Gain YTD | 9.021 | 6.625 | 136% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | 500 | 2000 | 25% |
| Net Assets | 505M | 11.7B | 4% |
| Annual Yield % from dividends | 4.71 | 3.23 | 146% |
| Returns for 1 year | 9.28 | 6.45 | 144% |
| Returns for 3 years | 20.37 | 17.26 | 118% |
| Returns for 5 years | 35.96 | 9.77 | 368% |
| Returns for 10 years | 60.05 | 44.59 | 135% |
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