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FSRAX vs HBLYX
FSRAX vs HBLYX Comparison
Open Charts FSRAX vs HBLYX
Fidelity Advisor Strategic Real Ret A
Price$8.62
Change+$0.01 (+0.12%)
VolumeN/A
Net Assets480.98M
Hartford Balanced Income Y
Price$15.01
Change+$0.03 (+0.20%)
VolumeN/A
Net Assets11.81B
FSRAX vs HBLYX Comparison Chart in %
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FSRAX vs. HBLYX 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 HBLYX is a Hold.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 11.8B vs. FSRAX (481M). FSRAX pays higher dividends than HBLYX: FSRAX (4.35) vs HBLYX (3.51). 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). FSRAX annual gain was more profitable for investors over the last year : 7.19 vs. HBLYX (5.32). FSRAX return over 5 years is better than : 36.50 vs. HBLYX (14.36).
| 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 | 4.566 | 5.995 | 76% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | 500 | N/A | - |
| Net Assets | 481M | 11.8B | 4% |
| Annual Yield % from dividends | 4.35 | 3.51 | 124% |
| Returns for 1 year | 7.19 | 5.32 | 135% |
| Returns for 3 years | 12.03 | 12.75 | 94% |
| Returns for 5 years | 36.50 | 14.36 | 254% |
| Returns for 10 years | 41.76 | 43.24 | 97% |
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