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FSIRX vs HBLYX
FSIRX vs HBLYX Comparison
Open Charts FSIRX vs HBLYX
Fidelity Advisor Strategic Real Ret I
Price$9.04
Change+$0.04 (+0.44%)
VolumeN/A
Net Assets500.99M
Hartford Balanced Income Y
Price$15.05
Change+$0.08 (+0.53%)
VolumeN/A
Net Assets11.64B
FSIRX vs HBLYX Comparison Chart in %
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FSIRX vs. HBLYX commentary
Jan 15, 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 Hold and HBLYX is a Hold.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 11.6B vs. FSIRX (501M). FSIRX pays higher dividends than HBLYX: FSIRX (4.72) vs HBLYX (3.42). FSIRX was incepted earlier than HBLYX: FSIRX (20 years) vs HBLYX (19 years). FSIRX (0.78) is less costly to investors than HBLYX (0.67). HBLYX is a more actively managed with annual turnover of: 61.00 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 : 11.70 vs. HBLYX (8.57). FSIRX return over 5 years is better than : 38.02 vs. HBLYX (11.79).
| 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 | 19 years | - |
| Gain YTD | 1.925 | 1.758 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | 500 | N/A | - |
| Net Assets | 501M | 11.6B | 4% |
| Annual Yield % from dividends | 4.72 | 3.42 | 138% |
| Returns for 1 year | 11.70 | 8.57 | 137% |
| Returns for 3 years | 21.75 | 16.28 | 134% |
| Returns for 5 years | 38.02 | 11.79 | 322% |
| Returns for 10 years | 69.08 | 56.89 | 121% |
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