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FSRAX vs HBLSX
FSRAX vs HBLSX Comparison
Open Charts FSRAX vs HBLSX
Fidelity Advisor Strategic Real Ret A
Price$8.54
Change-$0.02 (-0.23%)
VolumeN/A
CapitalizationN/A
Hartford Balanced Income R4
Price$14.55
Change-$0.55 (-3.64%)
VolumeN/A
CapitalizationN/A
FSRAX vs HBLSX Comparison Chart
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FSRAX vs. HBLSX 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 HBLSX is a Hold.
FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 12.3B vs. FSRAX (501M). FSRAX pays higher dividends than HBLSX: FSRAX (4.95) vs HBLSX (3.25). FSRAX was incepted earlier than HBLSX: FSRAX (19 years) vs HBLSX (15 years). HBLSX is a more actively managed with annual turnover of: 57.00 vs. FSRAX (29.00). FSRAX (0) and HBLSX (0) have matching initial minimum investment requirements. HBLSX annual gain was more profitable for investors over the last year : 8.72 vs. FSRAX (6.77). FSRAX return over 5 years is better than : 28.34 vs. HBLSX (13.56).
| FSRAX | HBLSX | FSRAX / HBLSX | |
| 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 | 7.612 | 80% |
| 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 | 3.25 | 152% |
| Returns for 1 year | 6.77 | 8.72 | 78% |
| Returns for 3 years | 8.80 | 3.55 | 248% |
| Returns for 5 years | 28.34 | 13.56 | 209% |
| Returns for 10 years | 31.72 | 37.62 | 84% |
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