Interact to see
Advertisement
Advertisement
FSRAX vs HBLSX
FSRAX vs HBLSX Comparison
Open Charts FSRAX vs HBLSX
Fidelity Advisor Strategic Real Ret A
Price$8.65
Change+$0.03 (+0.35%)
VolumeN/A
Net Assets488.05M
Hartford Balanced Income R4
Price$14.72
Change-$0.05 (-0.34%)
VolumeN/A
Net Assets11.81B
FSRAX vs HBLSX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FSRAX vs. HBLSX commentary
Jun 27, 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 StrongBuy and HBLSX is a Hold.
FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 11.8B vs. FSRAX (488M). FSRAX pays higher dividends than HBLSX: FSRAX (4.48) vs HBLSX (3.26). FSRAX was incepted earlier than HBLSX: FSRAX (20 years) vs HBLSX (15 years). FSRAX (1.03) is less costly to investors than HBLSX (0.96). HBLSX is a more actively managed with annual turnover of: 61.00 vs. FSRAX (23.00). FSRAX (0) and HBLSX (0) have matching initial minimum investment requirements. FSRAX (6.04) and HBLSX (6.01) have marching annual gain over last year. FSRAX return over 5 years is better than : 42.91 vs. HBLSX (18.75).
| FSRAX | HBLSX | FSRAX / HBLSX | |
| Total Expense Ratio | 0.95 | 0.96 | 99% |
| Annual Report Gross Expense Ratio | 1.03 | 0.96 | 107% |
| Fund Existence | 20 years | 15 years | - |
| Gain YTD | 3.619 | 5.311 | 68% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | 500 | N/A | - |
| Net Assets | 488M | 11.8B | 4% |
| Annual Yield % from dividends | 4.48 | 3.26 | 137% |
| Returns for 1 year | 6.04 | 6.01 | 101% |
| Returns for 3 years | 13.07 | 15.11 | 86% |
| Returns for 5 years | 42.91 | 18.75 | 229% |
| Returns for 10 years | 38.07 | 39.97 | 95% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| MLRRX | 12.02 | 0.12 | +1.01% |
| NYLI Winslow Large Cap Growth Class R1 | |||
| IHIFX | 5.90 | 0.02 | +0.34% |
| Macquarie High Income Fund Class R6 | |||
| PIGCX | 28.78 | N/A | N/A |
| Putnam International Equity C | |||
| NAWCX | 45.93 | N/A | N/A |
| Voya Global High Dividend Low Vol C | |||
| ILVFX | 10.18 | N/A | N/A |
| Columbia Integrated Large Cap Val Instl | |||