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FSRAX vs HBLCX
FSRAX vs HBLCX Comparison
Open Charts FSRAX vs HBLCX
Fidelity Advisor Strategic Real Ret A
Price$8.54
Change-$0.02 (-0.23%)
VolumeN/A
CapitalizationN/A
Hartford Balanced Income C
Price$14.18
Change-$0.55 (-3.73%)
VolumeN/A
CapitalizationN/A
FSRAX vs HBLCX Comparison Chart
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FSRAX vs. HBLCX commentary
Dec 19, 2024
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 Sell and HBLCX is a Hold.
FUNDAMENTALS
Fundamentals
HBLCX has more cash in the bank: 12.3B vs. FSRAX (501M). FSRAX pays higher dividends than HBLCX: FSRAX (4.95) vs HBLCX (2.65). FSRAX was incepted earlier than HBLCX: FSRAX (19 years) vs HBLCX (18 years). HBLCX is a more actively managed with annual turnover of: 57.00 vs. FSRAX (29.00). 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). HBLCX annual gain was more profitable for investors over the last year : 8.03 vs. FSRAX (6.77). FSRAX return over 5 years is better than : 28.34 vs. HBLCX (10.02).
| FSRAX | HBLCX | FSRAX / HBLCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 18 years | - |
| Gain YTD | 6.123 | 6.933 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | 500 | 2000 | 25% |
| Net Assets | 501M | 12.3B | 4% |
| Annual Yield % from dividends | 4.95 | 2.65 | 187% |
| Returns for 1 year | 6.77 | 8.03 | 84% |
| Returns for 3 years | 8.80 | 1.39 | 635% |
| Returns for 5 years | 28.34 | 10.02 | 283% |
| Returns for 10 years | 31.72 | 29.33 | 108% |
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