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FSRAX vs HBLAX
FSRAX vs HBLAX Comparison
Open Charts FSRAX vs HBLAX
Fidelity Advisor Strategic Real Ret A
Price$8.62
Change+$0.02 (+0.23%)
VolumeN/A
Net Assets492.74M
Hartford Balanced Income A
Price$14.65
Change+$0.05 (+0.34%)
VolumeN/A
Net Assets11.77B
FSRAX vs HBLAX Comparison Chart in %
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FSRAX vs. HBLAX commentary
Jul 18, 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 FSRAX is a StrongBuy and HBLAX is a Hold.
FUNDAMENTALS
Fundamentals
HBLAX has more cash in the bank: 11.8B vs. FSRAX (493M). FSRAX pays higher dividends than HBLAX: FSRAX (4.42) vs HBLAX (3.35). FSRAX was incepted earlier than HBLAX: FSRAX (20 years) vs HBLAX (19 years). FSRAX (1.03) is less costly to investors than HBLAX (0.89). HBLAX is a more actively managed with annual turnover of: 61.00 vs. FSRAX (23.00). HBLAX initial investment is less costly to investors than FSRAX (4%) vs FSRAX (4%). FSRAX has a lower initial minimum investment than HBLAX: FSRAX (0) vs HBLAX (2000). HBLAX IRA initial investment is lower compared to FSRAX: HBLAX (2000) vs FSRAX (500). FSRAX annual gain was more profitable for investors over the last year : 5.31 vs. HBLAX (2.35). FSRAX return over 5 years is better than : 40.69 vs. HBLAX (13.88).
| FSRAX | HBLAX | FSRAX / HBLAX | |
| Total Expense Ratio | 0.95 | 0.89 | 107% |
| Annual Report Gross Expense Ratio | 1.03 | 0.89 | 116% |
| Fund Existence | 20 years | 19 years | - |
| Gain YTD | 4.444 | 4.752 | 94% |
| Front Load | 4% | 6% | 73% |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | 500 | 2000 | 25% |
| Net Assets | 493M | 11.8B | 4% |
| Annual Yield % from dividends | 4.42 | 3.35 | 132% |
| Returns for 1 year | 5.31 | 2.35 | 226% |
| Returns for 3 years | 16.77 | 14.97 | 112% |
| Returns for 5 years | 40.69 | 13.88 | 293% |
| Returns for 10 years | 39.52 | 38.26 | 103% |
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