Interact to see
Advertisement
Advertisement
FSIRX vs HBLYX
FSIRX vs HBLYX Comparison
Open Charts FSIRX vs HBLYX
Fidelity Advisor Strategic Real Ret I
Price$8.85
Change+$0.05 (+0.57%)
VolumeN/A
Net Assets489.07M
Hartford Balanced Income Y
Price$15.35
Change+$0.07 (+0.46%)
VolumeN/A
Net Assets11.81B
FSIRX vs HBLYX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FSIRX vs. HBLYX commentary
Oct 21, 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 HBLYX is a Hold.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 11.8B vs. FSIRX (489M). FSIRX pays higher dividends than HBLYX: FSIRX (4.46) vs HBLYX (3.44). FSIRX was incepted earlier than HBLYX: FSIRX (20 years) vs HBLYX (19 years). FSIRX (0.77) is less costly to investors than HBLYX (0.67). HBLYX is a more actively managed with annual turnover of: 61.00 vs. FSIRX (23.00). 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 : 7.04 vs. HBLYX (2.85). FSIRX return over 5 years is better than : 41.31 vs. HBLYX (19.06).
| FSIRX | HBLYX | FSIRX / HBLYX | |
| Total Expense Ratio | 0.70 | 0.67 | 104% |
| Annual Report Gross Expense Ratio | 0.77 | 0.67 | 115% |
| Fund Existence | 20 years | 19 years | - |
| Gain YTD | 8.405 | 9.547 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | 500 | N/A | - |
| Net Assets | 489M | 11.8B | 4% |
| Annual Yield % from dividends | 4.46 | 3.44 | 130% |
| Returns for 1 year | 7.04 | 2.85 | 247% |
| Returns for 3 years | 22.80 | 26.59 | 86% |
| Returns for 5 years | 41.31 | 19.06 | 217% |
| Returns for 10 years | 52.87 | 47.42 | 111% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| NULV | 44.11 | 0.49 | +1.12% |
| Nuveen ESG Large-Cap Value ETF | |||
| DJD | 55.52 | 0.53 | +0.96% |
| Invesco Dow Jones Industrial Avg Div ETF | |||
| PMFB | 26.12 | N/A | N/A |
| PGIM S&P 500 Max Buffer ETF - February | |||
| EMCB | 67.18 | -0.01 | -0.02% |
| WisdomTree Emerging Markets Corp Bd ETF | |||
| FILG | 2.84 | -0.09 | -3.07% |
| Grayscale Filecoin Trust (FIL) | |||