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FSRAX vs HBLCX
FSRAX vs HBLCX Comparison
Open Charts FSRAX vs HBLCX
Fidelity Advisor Strategic Real Ret A
Price$8.65
Change+$0.03 (+0.35%)
VolumeN/A
Net Assets488.05M
Hartford Balanced Income C
Price$14.36
Change-$0.02 (-0.14%)
VolumeN/A
Net Assets11.81B
FSRAX vs HBLCX Comparison Chart in %
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FSRAX vs. HBLCX commentary
Jun 27, 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 HBLCX is a Hold.
FUNDAMENTALS
Fundamentals
HBLCX has more cash in the bank: 11.8B vs. FSRAX (488M). FSRAX pays higher dividends than HBLCX: FSRAX (4.48) vs HBLCX (2.65). 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 : 6.04 vs. HBLCX (5.04). FSRAX return over 5 years is better than : 42.91 vs. HBLCX (14.44).
| 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 | 3.619 | 4.711 | 77% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | 500 | 2000 | 25% |
| Net Assets | 488M | 11.8B | 4% |
| Annual Yield % from dividends | 4.48 | 2.65 | 169% |
| Returns for 1 year | 6.04 | 5.04 | 120% |
| Returns for 3 years | 13.07 | 12.38 | 106% |
| Returns for 5 years | 42.91 | 14.44 | 297% |
| Returns for 10 years | 38.07 | 30.89 | 123% |
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