Interact to see
Advertisement
Advertisement
FSIRX vs HBLRX
FSIRX vs HBLRX Comparison
Open Charts FSIRX vs HBLRX
Fidelity Advisor Strategic Real Ret I
Price$8.86
Change+$0.01 (+0.11%)
VolumeN/A
Net Assets505.26M
Hartford Balanced Income R3
Price$14.82
Change+$0.05 (+0.34%)
VolumeN/A
Net Assets11.68B
FSIRX vs HBLRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FSIRX vs. HBLRX 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 HBLRX is a Hold.
FUNDAMENTALS
Fundamentals
HBLRX has more cash in the bank: 11.7B vs. FSIRX (505M). FSIRX pays higher dividends than HBLRX: FSIRX (4.71) vs HBLRX (2.85). FSIRX was incepted earlier than HBLRX: FSIRX (20 years) vs HBLRX (16 years). HBLRX (1.28) is less costly to investors than FSIRX (0.78). HBLRX is a more actively managed with annual turnover of: 61.00 vs. FSIRX (29.00). FSIRX (0) and HBLRX (0) have matching initial minimum investment requirements. FSIRX annual gain was more profitable for investors over the last year : 9.28 vs. HBLRX (6.06). FSIRX return over 5 years is better than : 35.96 vs. HBLRX (7.90).
| FSIRX | HBLRX | FSIRX / HBLRX | |
| Total Expense Ratio | 0.70 | 1.28 | 55% |
| Annual Report Gross Expense Ratio | 0.78 | 1.28 | 61% |
| Fund Existence | 20 years | 16 years | - |
| Gain YTD | 9.021 | 6.274 | 144% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | 500 | N/A | - |
| Net Assets | 505M | 11.7B | 4% |
| Annual Yield % from dividends | 4.71 | 2.85 | 165% |
| Returns for 1 year | 9.28 | 6.06 | 153% |
| Returns for 3 years | 20.37 | 15.98 | 127% |
| Returns for 5 years | 35.96 | 7.90 | 455% |
| Returns for 10 years | 60.05 | 40.26 | 149% |
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 % |
| AKAF | 29.60 | 0.40 | +1.36% |
| Frontier Economic Fund | |||
| NBXG | 14.47 | 0.05 | +0.35% |
| Neuberger Next Generation Connectivity Fund Inc. | |||
| DAX | 45.67 | 0.09 | +0.20% |
| Global X DAX Germany ETF | |||
| HFMF | 21.83 | N/A | N/A |
| Unlimited HFMF Managed Futures ETF | |||
| IBIF | 25.96 | -0.03 | -0.12% |
| iShares iBonds Oct 2029 Term Tips ETF | |||