Ad is loading...
FSRAX vs HBLRX
FSRAX vs HBLRX Comparison
Open Charts FSRAX vs HBLRX
Fidelity Advisor Strategic Real Ret A
Price$8.54
Change-$0.02 (-0.23%)
VolumeN/A
CapitalizationN/A
Hartford Balanced Income R3
Price$14.54
Change-$0.54 (-3.58%)
VolumeN/A
CapitalizationN/A
FSRAX vs HBLRX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FSRAX vs. HBLRX commentary
Dec 19, 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 Sell and HBLRX is a Hold.
FUNDAMENTALS
Fundamentals
HBLRX has more cash in the bank: 12.3B vs. FSRAX (501M). FSRAX pays higher dividends than HBLRX: FSRAX (4.95) vs HBLRX (2.97). FSRAX was incepted earlier than HBLRX: FSRAX (19 years) vs HBLRX (15 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 : 8.40 vs. FSRAX (6.77). FSRAX return over 5 years is better than : 28.34 vs. HBLRX (12.02).
| FSRAX | HBLRX | FSRAX / HBLRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 15 years | - |
| Gain YTD | 6.123 | 7.224 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | 500 | N/A | - |
| Net Assets | 501M | 12.3B | 4% |
| Annual Yield % from dividends | 4.95 | 2.97 | 167% |
| Returns for 1 year | 6.77 | 8.40 | 81% |
| Returns for 3 years | 8.80 | 2.58 | 341% |
| Returns for 5 years | 28.34 | 12.02 | 236% |
| Returns for 10 years | 31.72 | 34.24 | 93% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| MBBB | 21.51 | N/A | N/A |
| VanEck Mdy's Aly BBB Corp Bd ETF | |||
| DFEM | 26.75 | -0.06 | -0.24% |
| Dimensional Emerging Markets Cr Eq 2 ETF | |||
| MPRO | 29.28 | -0.08 | -0.27% |
| Monarch ProCap ETF | |||
| TRND | 34.06 | -0.14 | -0.42% |
| Pacer Trendpilot Fund of Funds ETF | |||
| NANR | 52.98 | -0.52 | -0.97% |
| SPDR S&P® North American Natural Res ETF | |||