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FSRAX vs HBLYX
FSRAX vs HBLYX Comparison
Open Charts FSRAX vs HBLYX
Fidelity Advisor Strategic Real Ret A
Price$8.57
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets488.05M
Hartford Balanced Income Y
Price$14.77
Change+$0.03 (+0.20%)
VolumeN/A
Net Assets11.74B
FSRAX vs HBLYX Comparison Chart
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FSRAX vs. HBLYX commentary
Jun 07, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 11.7B 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). FSRAX annual gain was more profitable for investors over the last year : 5.06 vs. HBLYX (3.82). FSRAX return over 5 years is better than : 39.18 vs. HBLYX (13.34).
| 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 | 3.017 | 3.380 | 89% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | 500 | N/A | - |
| Net Assets | 488M | 11.7B | 4% |
| Annual Yield % from dividends | 4.48 | 3.53 | 127% |
| Returns for 1 year | 5.06 | 3.82 | 132% |
| Returns for 3 years | 5.40 | 8.25 | 65% |
| Returns for 5 years | 39.18 | 13.34 | 294% |
| Returns for 10 years | 36.81 | 39.66 | 93% |
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