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+$0.02 (+0.23%)
VolumeN/A
Net Assets492.74M
Hartford Balanced Income I
Price$14.65
Change+$0.05 (+0.34%)
VolumeN/A
Net Assets11.77B
FSRAX vs HBLIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FSRAX vs. HBLIX commentary
Jul 18, 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 (493M). FSRAX pays higher dividends than HBLIX: FSRAX (4.42) 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 : 5.31 vs. HBLIX (2.59). FSRAX return over 5 years is better than : 40.69 vs. HBLIX (15.19).
| 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 | 4.444 | 4.871 | 91% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | 500 | N/A | - |
| Net Assets | 493M | 11.8B | 4% |
| Annual Yield % from dividends | 4.42 | 3.58 | 123% |
| Returns for 1 year | 5.31 | 2.59 | 205% |
| Returns for 3 years | 16.77 | 15.80 | 106% |
| Returns for 5 years | 40.69 | 15.19 | 268% |
| Returns for 10 years | 39.52 | 41.10 | 96% |
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 % |
| MGV | 131.35 | 0.71 | +0.54% |
| Vanguard Mega Cap Value ETF | |||
| FLHY | 24.14 | 0.06 | +0.23% |
| Franklin High Yield Corporate ETF | |||
| GTEK | 35.84 | 0.08 | +0.23% |
| Goldman Sachs Future Tech Leaders Eq ETF | |||
| MFSB | 24.74 | 0.02 | +0.10% |
| MFS Active Core Plus Bond ETF | |||
| SSFI | 21.17 | -0.04 | -0.19% |
| Day Hagan Smart Sector Fixed Income ETF | |||