Ad is loading...
Ad is loading...
FSRAX vs HBLRX
FSRAX vs HBLRX Comparison
Open Charts FSRAX vs HBLRX
Fidelity Advisor Strategic Real Ret A
Price$8.51
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Hartford Balanced Income R3
Price$15.11
Change-$0.04 (-0.26%)
VolumeN/A
CapitalizationN/A
FSRAX vs HBLRX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FSRAX vs. HBLRX commentary
Nov 18, 2024
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 HBLRX is a Buy.
FUNDAMENTALS
Fundamentals
HBLRX has more cash in the bank: 12.4B vs. FSRAX (496M). FSRAX pays higher dividends than HBLRX: FSRAX (4.95) vs HBLRX (2.97). FSRAX was incepted earlier than HBLRX: FSRAX (19 years) vs HBLRX (14 years). HBLRX is a more actively managed with annual turnover of: 57.00 vs. FSRAX (29.00). FSRAX (0) and HBLRX (0) have matching initial minimum investment requirements. HBLRX annual gain was more profitable for investors over the last year : 14.78 vs. FSRAX (9.14). FSRAX return over 5 years is better than : 29.01 vs. HBLRX (13.15).
| FSRAX | HBLRX | FSRAX / HBLRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 14 years | - |
| Gain YTD | 5.751 | 7.437 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | 500 | N/A | - |
| Net Assets | 496M | 12.4B | 4% |
| Annual Yield % from dividends | 4.95 | 2.97 | 167% |
| Returns for 1 year | 9.14 | 14.78 | 62% |
| Returns for 3 years | 6.79 | -2.18 | -312% |
| Returns for 5 years | 29.01 | 13.15 | 221% |
| Returns for 10 years | 28.54 | 32.75 | 87% |
View a ticker or compare two or three
VS
VS
Ad is loading...