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FSRAX vs HBLYX
FSRAX vs HBLYX Comparison
Open Charts FSRAX vs HBLYX
Fidelity Advisor Strategic Real Ret A
Price$8.65
Change+$0.03 (+0.35%)
VolumeN/A
Net Assets488.05M
Hartford Balanced Income Y
Price$14.85
Change-$0.06 (-0.40%)
VolumeN/A
Net Assets11.81B
FSRAX vs HBLYX Comparison Chart in %
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FSRAX vs. HBLYX 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 HBLYX is a Hold.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 11.8B vs. FSRAX (488M). FSRAX pays higher dividends than HBLYX: FSRAX (4.48) vs HBLYX (3.53). FSRAX was incepted earlier than HBLYX: FSRAX (20 years) vs HBLYX (19 years). FSRAX (1.03) is less costly to investors than HBLYX (0.67). HBLYX is a more actively managed with annual turnover of: 61.00 vs. FSRAX (23.00). FSRAX has a lower initial minimum investment than HBLYX: FSRAX (0) vs HBLYX (250000). HBLYX annual gain was more profitable for investors over the last year : 6.42 vs. FSRAX (6.04). FSRAX return over 5 years is better than : 42.91 vs. HBLYX (20.57).
| FSRAX | HBLYX | FSRAX / HBLYX | |
| Total Expense Ratio | 0.95 | 0.67 | 142% |
| Annual Report Gross Expense Ratio | 1.03 | 0.67 | 154% |
| Fund Existence | 20 years | 19 years | - |
| Gain YTD | 3.619 | 5.500 | 66% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | 500 | N/A | - |
| Net Assets | 488M | 11.8B | 4% |
| Annual Yield % from dividends | 4.48 | 3.53 | 127% |
| Returns for 1 year | 6.04 | 6.42 | 94% |
| Returns for 3 years | 13.07 | 16.23 | 80% |
| Returns for 5 years | 42.91 | 20.57 | 209% |
| Returns for 10 years | 38.07 | 44.06 | 86% |
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