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FSIRX vs HBLFX
FSIRX vs HBLFX Comparison
Open Charts FSIRX vs HBLFX
Fidelity Advisor Strategic Real Ret I
Price$8.86
Change+$0.01 (+0.11%)
VolumeN/A
Net Assets505.26M
Hartford Balanced Income F
Price$14.76
Change+$0.04 (+0.27%)
VolumeN/A
Net Assets11.68B
FSIRX vs HBLFX Comparison Chart in %
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FSIRX vs. HBLFX 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 HBLFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLFX has more cash in the bank: 11.7B vs. FSIRX (505M). FSIRX pays higher dividends than HBLFX: FSIRX (4.71) vs HBLFX (3.53). FSIRX was incepted earlier than HBLFX: FSIRX (20 years) vs HBLFX (9 years). FSIRX (0.78) is less costly to investors than HBLFX (0.56). HBLFX is a more actively managed with annual turnover of: 61.00 vs. FSIRX (29.00). FSIRX has a lower initial minimum investment than HBLFX: FSIRX (0) vs HBLFX (1000000). FSIRX annual gain was more profitable for investors over the last year : 9.41 vs. HBLFX (6.71). FSIRX return over 5 years is better than : 36.12 vs. HBLFX (11.58).
| FSIRX | HBLFX | FSIRX / HBLFX | |
| Total Expense Ratio | 0.70 | 0.56 | 125% |
| Annual Report Gross Expense Ratio | 0.78 | 0.56 | 139% |
| Fund Existence | 20 years | 9 years | - |
| Gain YTD | 9.145 | 7.026 | 130% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | 500 | N/A | - |
| Net Assets | 505M | 11.7B | 4% |
| Annual Yield % from dividends | 4.71 | 3.53 | 133% |
| Returns for 1 year | 9.41 | 6.71 | 140% |
| Returns for 3 years | 20.51 | 18.39 | 112% |
| Returns for 5 years | 36.12 | 11.58 | 312% |
| Returns for 10 years | 60.23 | N/A | - |
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