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FSIRX vs HBLYX
FSIRX vs HBLYX Comparison
Open Charts FSIRX vs HBLYX
Fidelity Advisor Strategic Real Ret I
Price$9.14
Change+$0.37 (+4.22%)
VolumeN/A
Net Assets516.89M
Hartford Balanced Income Y
Price$15.10
Change-$0.17 (-1.11%)
VolumeN/A
Net Assets11.64B
FSIRX vs HBLYX Comparison Chart in %
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FSIRX vs. HBLYX commentary
Feb 05, 2026
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 Buy and HBLYX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 11.6B vs. FSIRX (517M). FSIRX pays higher dividends than HBLYX: FSIRX (4.56) vs HBLYX (3.36). FSIRX was incepted earlier than HBLYX: FSIRX (20 years) vs HBLYX (20 years). FSIRX (0.78) is less costly to investors than HBLYX (0.67). HBLYX is a more actively managed with annual turnover of: 90.00 vs. FSIRX (29.00). FSIRX has a lower initial minimum investment than HBLYX: FSIRX (0) vs HBLYX (250000). FSIRX annual gain was more profitable for investors over the last year : 11.26 vs. HBLYX (6.41). FSIRX return over 5 years is better than : 37.65 vs. HBLYX (12.44).
| FSIRX | HBLYX | FSIRX / HBLYX | |
| Total Expense Ratio | 0.70 | 0.67 | 104% |
| Annual Report Gross Expense Ratio | 0.78 | 0.67 | 116% |
| Fund Existence | 20 years | 20 years | - |
| Gain YTD | 2.605 | 2.096 | 124% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | 500 | N/A | - |
| Net Assets | 517M | 11.6B | 4% |
| Annual Yield % from dividends | 4.56 | 3.36 | 136% |
| Returns for 1 year | 11.26 | 6.41 | 176% |
| Returns for 3 years | 22.42 | 16.50 | 136% |
| Returns for 5 years | 37.65 | 12.44 | 303% |
| Returns for 10 years | 69.15 | 55.68 | 124% |
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