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FSRAX vs HBLRX
FSRAX vs HBLRX Comparison
Open Charts FSRAX vs HBLRX
Fidelity Advisor Strategic Real Ret A
Price$8.44
Change+$0.05 (+0.60%)
VolumeN/A
Net Assets496.03M
Hartford Balanced Income R3
Price$14.29
Change+$0.12 (+0.85%)
VolumeN/A
Net Assets11.55B
FSRAX vs HBLRX Comparison Chart
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FSRAX vs. HBLRX commentary
Apr 25, 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 HBLRX is a Buy.
FUNDAMENTALS
Fundamentals
HBLRX has more cash in the bank: 11.5B vs. FSRAX (496M). FSRAX pays higher dividends than HBLRX: FSRAX (4.43) vs HBLRX (2.96). FSRAX was incepted earlier than HBLRX: FSRAX (20 years) vs HBLRX (15 years). HBLRX (1.28) is less costly to investors than FSRAX (1.03). HBLRX is a more actively managed with annual turnover of: 61.00 vs. FSRAX (23.00). FSRAX (0) and HBLRX (0) have matching initial minimum investment requirements. FSRAX annual gain was more profitable for investors over the last year : 4.57 vs. HBLRX (2.79). FSRAX return over 5 years is better than : 45.19 vs. HBLRX (14.41).
| FSRAX | HBLRX | FSRAX / HBLRX | |
| Total Expense Ratio | 0.95 | 1.28 | 74% |
| Annual Report Gross Expense Ratio | 1.03 | 1.28 | 80% |
| Fund Existence | 20 years | 15 years | - |
| Gain YTD | 0.613 | 0.138 | 444% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | 500 | N/A | - |
| Net Assets | 496M | 11.5B | 4% |
| Annual Yield % from dividends | 4.43 | 2.96 | 150% |
| Returns for 1 year | 4.57 | 2.79 | 164% |
| Returns for 3 years | 2.51 | 3.34 | 75% |
| Returns for 5 years | 45.19 | 14.41 | 314% |
| Returns for 10 years | 31.28 | 25.70 | 122% |
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