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FSRAX vs HBLIX
FSRAX vs HBLIX Comparison
Open Charts FSRAX vs HBLIX
Fidelity Advisor Strategic Real Ret A
Price$8.78
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets489.07M
Hartford Balanced Income I
Price$15.09
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets11.89B
FSRAX vs HBLIX Comparison Chart in %
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FSRAX vs. HBLIX commentary
Oct 09, 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 Buy and HBLIX is a Hold.
FUNDAMENTALS
Fundamentals
HBLIX has more cash in the bank: 11.9B vs. FSRAX (489M). FSRAX pays higher dividends than HBLIX: FSRAX (4.21) vs HBLIX (3.51). FSRAX was incepted earlier than HBLIX: FSRAX (20 years) vs HBLIX (16 years). FSRAX (1.03) is less costly to investors than HBLIX (0.65). HBLIX is a more actively managed with annual turnover of: 61.00 vs. FSRAX (23.00). FSRAX has a lower initial minimum investment than HBLIX: FSRAX (0) vs HBLIX (2000). FSRAX annual gain was more profitable for investors over the last year : 6.91 vs. HBLIX (3.80). FSRAX return over 5 years is better than : 38.99 vs. HBLIX (18.02).
| FSRAX | HBLIX | FSRAX / HBLIX | |
| Total Expense Ratio | 0.95 | 0.65 | 146% |
| Annual Report Gross Expense Ratio | 1.03 | 0.65 | 158% |
| Fund Existence | 20 years | 16 years | - |
| Gain YTD | 8.214 | 9.344 | 88% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | 500 | N/A | - |
| Net Assets | 489M | 11.9B | 4% |
| Annual Yield % from dividends | 4.21 | 3.51 | 120% |
| Returns for 1 year | 6.91 | 3.80 | 182% |
| Returns for 3 years | 21.48 | 26.06 | 82% |
| Returns for 5 years | 38.99 | 18.02 | 216% |
| Returns for 10 years | 47.82 | 49.97 | 96% |
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