Ad is loading...
FSRAX vs HBLCX
FSRAX vs HBLCX Comparison
Open Charts FSRAX vs HBLCX
Fidelity Advisor Strategic Real Ret A
Price$8.53
Change-$0.12 (-1.39%)
VolumeN/A
Net Assets496.03M
Hartford Balanced Income C
Price$14.03
Change-$0.22 (-1.54%)
VolumeN/A
Net Assets11.99B
FSRAX vs HBLCX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FSRAX vs. HBLCX commentary
Apr 05, 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 Hold and HBLCX is a Hold.
FUNDAMENTALS
Fundamentals
HBLCX has more cash in the bank: 12B vs. FSRAX (496M). FSRAX pays higher dividends than HBLCX: FSRAX (4.43) vs HBLCX (2.64). FSRAX was incepted earlier than HBLCX: FSRAX (20 years) vs HBLCX (19 years). HBLCX (1.64) is less costly to investors than FSRAX (1.03). HBLCX is a more actively managed with annual turnover of: 61.00 vs. FSRAX (23.00). FSRAX has a lower initial minimum investment than HBLCX: FSRAX (0) vs HBLCX (2000). HBLCX IRA initial investment is lower compared to FSRAX: HBLCX (2000) vs FSRAX (500). FSRAX annual gain was more profitable for investors over the last year : 6.79 vs. HBLCX (3.77). FSRAX return over 5 years is better than : 55.93 vs. HBLCX (24.14).
| FSRAX | HBLCX | FSRAX / HBLCX | |
| Total Expense Ratio | 0.95 | 1.64 | 58% |
| Annual Report Gross Expense Ratio | 1.03 | 1.64 | 63% |
| Fund Existence | 20 years | 19 years | - |
| Gain YTD | 3.345 | 3.081 | 109% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | 500 | 2000 | 25% |
| Net Assets | 496M | 12B | 4% |
| Annual Yield % from dividends | 4.43 | 2.64 | 168% |
| Returns for 1 year | 6.79 | 3.77 | 180% |
| Returns for 3 years | 4.54 | 1.93 | 236% |
| Returns for 5 years | 55.93 | 24.14 | 232% |
| Returns for 10 years | 34.99 | 25.82 | 136% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers