Interact to see
Advertisement
Advertisement
FSRAX vs HBLCX
FSRAX vs HBLCX Comparison
Open Charts FSRAX vs HBLCX
Fidelity Advisor Strategic Real Ret A
Price$8.57
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets488.05M
Hartford Balanced Income C
Price$14.25
Change+$0.03 (+0.21%)
VolumeN/A
Net Assets11.74B
FSRAX vs HBLCX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FSRAX vs. HBLCX commentary
Jun 07, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
HBLCX has more cash in the bank: 11.7B 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 : 5.06 vs. HBLCX (2.68). FSRAX return over 5 years is better than : 39.18 vs. HBLCX (7.98).
| 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 | 3.017 | 2.864 | 105% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | 500 | 2000 | 25% |
| Net Assets | 488M | 11.7B | 4% |
| Annual Yield % from dividends | 4.48 | 2.65 | 169% |
| Returns for 1 year | 5.06 | 2.68 | 189% |
| Returns for 3 years | 5.40 | 4.83 | 112% |
| Returns for 5 years | 39.18 | 7.98 | 491% |
| Returns for 10 years | 36.81 | 27.35 | 135% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement