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FSRAX vs HBLRX
FSRAX vs HBLRX Comparison
Open Charts FSRAX vs HBLRX
Fidelity Advisor Strategic Real Ret A
Price$8.53
Change-$0.12 (-1.39%)
VolumeN/A
Net Assets496.03M
Hartford Balanced Income R3
Price$14.37
Change-$0.23 (-1.58%)
VolumeN/A
Net Assets11.99B
FSRAX vs HBLRX Comparison Chart
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FSRAX vs. HBLRX 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 HBLRX is a Hold.
FUNDAMENTALS
Fundamentals
HBLRX has more cash in the bank: 12B 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 : 6.79 vs. HBLRX (4.22). FSRAX return over 5 years is better than : 55.93 vs. HBLRX (26.71).
| 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 | 3.345 | 3.177 | 105% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | 500 | N/A | - |
| Net Assets | 496M | 12B | 4% |
| Annual Yield % from dividends | 4.43 | 2.96 | 150% |
| Returns for 1 year | 6.79 | 4.22 | 161% |
| Returns for 3 years | 4.54 | 3.24 | 140% |
| Returns for 5 years | 55.93 | 26.71 | 209% |
| Returns for 10 years | 34.99 | 30.74 | 114% |
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