Interact to see
Advertisement
Advertisement
FSRAX vs HBLIX
FSRAX vs HBLIX Comparison
Open Charts FSRAX vs HBLIX
Fidelity Advisor Strategic Real Ret A
Price$8.62
Change+$0.01 (+0.12%)
VolumeN/A
Net Assets480.98M
Hartford Balanced Income I
Price$14.78
Change+$0.02 (+0.14%)
VolumeN/A
Net Assets11.81B
FSRAX vs HBLIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FSRAX vs. HBLIX commentary
Aug 08, 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 HBLIX is a Hold.
FUNDAMENTALS
Fundamentals
HBLIX has more cash in the bank: 11.8B vs. FSRAX (481M). FSRAX pays higher dividends than HBLIX: FSRAX (4.35) vs HBLIX (3.58). 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 : 7.19 vs. HBLIX (5.36). FSRAX return over 5 years is better than : 36.50 vs. HBLIX (14.44).
| 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 | 4.566 | 6.020 | 76% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | 500 | N/A | - |
| Net Assets | 481M | 11.8B | 4% |
| Annual Yield % from dividends | 4.35 | 3.58 | 122% |
| Returns for 1 year | 7.19 | 5.36 | 134% |
| Returns for 3 years | 12.03 | 12.82 | 94% |
| Returns for 5 years | 36.50 | 14.44 | 253% |
| Returns for 10 years | 41.76 | 42.86 | 97% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| GBUY | 37.89 | N/A | N/A |
| Goldman Sachs Future Consumer Equity ETF | |||
| DFEB | 45.23 | -0.03 | -0.07% |
| FT Vest US Equity Deep Bffr ETF Feb | |||
| ETY | 15.74 | -0.06 | -0.38% |
| Eaton Vance Tax-Managed Diversified Equity Income Fund | |||
| AMJB | 30.45 | -0.27 | -0.88% |
| Alerian MLP Index ETN | |||
| MUD | 17.11 | -0.46 | -2.63% |
| Direxion Daily MU Bear 1X Shares | |||