Ad is loading...
FSRAX vs HBLSX
FSRAX vs HBLSX Comparison
Open Charts FSRAX vs HBLSX
Fidelity Advisor Strategic Real Ret A
Price$8.53
Change-$0.12 (-1.39%)
VolumeN/A
Net Assets496.03M
Hartford Balanced Income R4
Price$14.38
Change-$0.22 (-1.51%)
VolumeN/A
Net Assets11.99B
FSRAX vs HBLSX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FSRAX vs. HBLSX 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 HBLSX is a Hold.
FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 12B vs. FSRAX (496M). FSRAX pays higher dividends than HBLSX: FSRAX (4.43) 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 annual gain was more profitable for investors over the last year : 6.79 vs. HBLSX (4.55). FSRAX return over 5 years is better than : 55.93 vs. HBLSX (28.44).
| 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 | 3.345 | 3.251 | 103% |
| 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 | 3.26 | 136% |
| Returns for 1 year | 6.79 | 4.55 | 149% |
| Returns for 3 years | 4.54 | 4.10 | 111% |
| Returns for 5 years | 55.93 | 28.44 | 197% |
| Returns for 10 years | 34.99 | 34.03 | 103% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers