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FSIRX vs HBLTX
FSIRX vs HBLTX Comparison
Open Charts FSIRX vs HBLTX
Fidelity Advisor Strategic Real Ret I
Price$8.88
Change+$0.02 (+0.23%)
VolumeN/A
Net Assets505.26M
Hartford Balanced Income R5
Price$14.87
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets11.68B
FSIRX vs HBLTX Comparison Chart in %
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FSIRX vs. HBLTX commentary
Dec 28, 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 HBLTX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLTX has more cash in the bank: 11.7B vs. FSIRX (505M). FSIRX pays higher dividends than HBLTX: FSIRX (4.71) vs HBLTX (3.41). FSIRX was incepted earlier than HBLTX: FSIRX (20 years) vs HBLTX (16 years). FSIRX (0.78) is less costly to investors than HBLTX (0.66). HBLTX is a more actively managed with annual turnover of: 61.00 vs. FSIRX (29.00). FSIRX (0) and HBLTX (0) have matching initial minimum investment requirements. FSIRX annual gain was more profitable for investors over the last year : 9.65 vs. HBLTX (6.55). FSIRX return over 5 years is better than : 36.43 vs. HBLTX (11.15).
| FSIRX | HBLTX | FSIRX / HBLTX | |
| Total Expense Ratio | 0.70 | 0.66 | 106% |
| Annual Report Gross Expense Ratio | 0.78 | 0.66 | 118% |
| Fund Existence | 20 years | 16 years | - |
| Gain YTD | 9.391 | 6.961 | 135% |
| 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 | 3.41 | 138% |
| Returns for 1 year | 9.65 | 6.55 | 147% |
| Returns for 3 years | 20.78 | 18.48 | 112% |
| Returns for 5 years | 36.43 | 11.15 | 327% |
| Returns for 10 years | 60.21 | 48.07 | 125% |
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