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FSRAX vs HBLIX
FSRAX vs HBLIX Comparison
Open Charts FSRAX vs HBLIX
Fidelity Advisor Strategic Real Ret A
Price$8.53
Change-$0.12 (-1.39%)
VolumeN/A
Net Assets496.03M
Hartford Balanced Income I
Price$14.29
Change-$0.23 (-1.58%)
VolumeN/A
Net Assets11.99B
FSRAX vs HBLIX Comparison Chart
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FSRAX vs. HBLIX commentary
Apr 05, 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 Hold and HBLIX is a Hold.
FUNDAMENTALS
Fundamentals
HBLIX has more cash in the bank: 12B vs. FSRAX (496M). FSRAX pays higher dividends than HBLIX: FSRAX (4.43) vs HBLIX (3.60). FSRAX was incepted earlier than HBLIX: FSRAX (20 years) vs HBLIX (15 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 : 6.79 vs. HBLIX (4.92). FSRAX return over 5 years is better than : 55.93 vs. HBLIX (30.27).
| 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 | 15 years | - |
| Gain YTD | 3.345 | 3.361 | 100% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | 500 | N/A | - |
| Net Assets | 496M | 12B | 4% |
| Annual Yield % from dividends | 4.43 | 3.60 | 123% |
| Returns for 1 year | 6.79 | 4.92 | 138% |
| Returns for 3 years | 4.54 | 5.17 | 88% |
| Returns for 5 years | 55.93 | 30.27 | 185% |
| Returns for 10 years | 34.99 | 37.48 | 93% |
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