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FSIRX vs HBLTX
FSIRX vs HBLTX Comparison
Open Charts FSIRX vs HBLTX
Fidelity Advisor Strategic Real Ret I
Price$8.94
Change+$0.04 (+0.45%)
VolumeN/A
Net Assets505.26M
Hartford Balanced Income R5
Price$15.40
Change+$0.10 (+0.65%)
VolumeN/A
Net Assets11.75B
FSIRX vs HBLTX Comparison Chart in %
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FSIRX vs. HBLTX commentary
Dec 05, 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 Hold.
FUNDAMENTALS
Fundamentals
HBLTX has more cash in the bank: 11.8B 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 (0.77) is less costly to investors than HBLTX (0.66). HBLTX is a more actively managed with annual turnover of: 61.00 vs. FSIRX (23.00). FSIRX (0) and HBLTX (0) have matching initial minimum investment requirements. FSIRX annual gain was more profitable for investors over the last year : 8.37 vs. HBLTX (3.89). FSIRX return over 5 years is better than : 38.79 vs. HBLTX (14.17).
| FSIRX | HBLTX | FSIRX / HBLTX | |
| Total Expense Ratio | 0.70 | 0.66 | 106% |
| Annual Report Gross Expense Ratio | 0.77 | 0.66 | 117% |
| Fund Existence | 20 years | 16 years | - |
| Gain YTD | 10.130 | 10.774 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | 500 | N/A | - |
| Net Assets | 505M | 11.8B | 4% |
| Annual Yield % from dividends | 4.71 | 3.41 | 138% |
| Returns for 1 year | 8.37 | 3.89 | 215% |
| Returns for 3 years | 19.15 | 16.31 | 117% |
| Returns for 5 years | 38.79 | 14.17 | 274% |
| Returns for 10 years | 59.20 | 49.27 | 120% |
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