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FSIRX vs HBLVX
FSIRX vs HBLVX Comparison
Open Charts FSIRX vs HBLVX
Fidelity Advisor Strategic Real Ret I
Price$8.86
Change+$0.01 (+0.11%)
VolumeN/A
Net Assets505.26M
Hartford Balanced Income R6
Price$14.99
Change+$0.05 (+0.33%)
VolumeN/A
Net Assets11.68B
FSIRX vs HBLVX Comparison Chart in %
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FSIRX vs. HBLVX 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 HBLVX is a Hold.
FUNDAMENTALS
Fundamentals
HBLVX has more cash in the bank: 11.7B vs. FSIRX (505M). FSIRX pays higher dividends than HBLVX: FSIRX (4.71) vs HBLVX (3.48). FSIRX was incepted earlier than HBLVX: FSIRX (20 years) vs HBLVX (11 years). FSIRX (0.78) is less costly to investors than HBLVX (0.56). HBLVX is a more actively managed with annual turnover of: 61.00 vs. FSIRX (29.00). FSIRX (0) and HBLVX (0) have matching initial minimum investment requirements. FSIRX annual gain was more profitable for investors over the last year : 9.28 vs. HBLVX (6.83). FSIRX return over 5 years is better than : 35.96 vs. HBLVX (11.78).
| FSIRX | HBLVX | FSIRX / HBLVX | |
| Total Expense Ratio | 0.70 | 0.56 | 125% |
| Annual Report Gross Expense Ratio | 0.78 | 0.56 | 139% |
| Fund Existence | 20 years | 11 years | - |
| Gain YTD | 9.021 | 7.063 | 128% |
| 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 | 3.48 | 135% |
| Returns for 1 year | 9.28 | 6.83 | 136% |
| Returns for 3 years | 20.37 | 18.60 | 110% |
| Returns for 5 years | 35.96 | 11.78 | 305% |
| Returns for 10 years | 60.05 | 49.29 | 122% |
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