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FSRAX vs HBLSX
FSRAX vs HBLSX Comparison
Open Charts FSRAX vs HBLSX
Fidelity Advisor Strategic Real Ret A
Price$8.62
Change+$0.01 (+0.12%)
VolumeN/A
Net Assets480.98M
Hartford Balanced Income R4
Price$14.86
Change+$0.02 (+0.13%)
VolumeN/A
Net Assets11.81B
FSRAX vs HBLSX Comparison Chart in %
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FSRAX vs. HBLSX commentary
Aug 08, 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 (481M). FSRAX pays higher dividends than HBLSX: FSRAX (4.35) vs HBLSX (3.24). 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 : 7.19 vs. HBLSX (4.98). FSRAX return over 5 years is better than : 36.50 vs. HBLSX (12.67).
| 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 | 4.566 | 5.810 | 79% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | 500 | N/A | - |
| Net Assets | 481M | 11.8B | 4% |
| Annual Yield % from dividends | 4.35 | 3.24 | 134% |
| Returns for 1 year | 7.19 | 4.98 | 144% |
| Returns for 3 years | 12.03 | 11.72 | 103% |
| Returns for 5 years | 36.50 | 12.67 | 288% |
| Returns for 10 years | 41.76 | 39.28 | 106% |
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