Ad is loading...
FSRAX vs HBLCX
FSRAX vs HBLCX Comparison
Open Charts FSRAX vs HBLCX
Fidelity Advisor Strategic Real Ret A
Price$8.60
Change-$0.03 (-0.35%)
VolumeN/A
Net Assets487.18M
Hartford Balanced Income C
Price$14.31
Change-$0.02 (-0.14%)
VolumeN/A
Net Assets12.12B
FSRAX vs HBLCX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FSRAX vs. HBLCX commentary
Feb 23, 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: 12.1B vs. FSRAX (487M). FSRAX pays higher dividends than HBLCX: FSRAX (4.95) vs HBLCX (2.65). FSRAX was incepted earlier than HBLCX: FSRAX (19 years) vs HBLCX (19 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). FSRAX annual gain was more profitable for investors over the last year : 9.41 vs. HBLCX (5.66). FSRAX return over 5 years is better than : 30.30 vs. HBLCX (5.01).
| FSRAX | HBLCX | FSRAX / HBLCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 19 years | - |
| Gain YTD | 2.748 | 2.802 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | 500 | 2000 | 25% |
| Net Assets | 487M | 12.1B | 4% |
| Annual Yield % from dividends | 4.95 | 2.65 | 187% |
| Returns for 1 year | 9.41 | 5.66 | 166% |
| Returns for 3 years | 9.12 | 2.13 | 428% |
| Returns for 5 years | 30.30 | 5.01 | 605% |
| Returns for 10 years | 34.95 | 25.01 | 140% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| HLMIX | 26.40 | -0.02 | -0.08% |
| Harding Loevner International Eq Instl | |||
| FPKFX | 16.41 | -0.24 | -1.44% |
| Fidelity Puritan K6 | |||
| RPXIX | 28.91 | -0.61 | -2.07% |
| RiverPark Large Growth Institutional | |||
| BFTIX | 60.94 | -1.93 | -3.07% |
| Baron Fifth Avenue Growth Instl | |||
| RYCTX | 269.31 | -9.62 | -3.45% |
| Rydex S&P 500 2x Strategy C | |||