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FSRAX vs HBLYX
FSRAX vs HBLYX Comparison
Open Charts FSRAX vs HBLYX
Fidelity Advisor Strategic Real Ret A
Price$8.54
Change-$0.02 (-0.23%)
VolumeN/A
CapitalizationN/A
Hartford Balanced Income Y
Price$14.70
Change-$0.54 (-3.54%)
VolumeN/A
CapitalizationN/A
FSRAX vs HBLYX Comparison Chart
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FSRAX vs. HBLYX commentary
Dec 19, 2024
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 Sell and HBLYX is a Hold.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 12.3B vs. FSRAX (501M). FSRAX pays higher dividends than HBLYX: FSRAX (4.95) vs HBLYX (3.51). FSRAX was incepted earlier than HBLYX: FSRAX (19 years) vs HBLYX (18 years). HBLYX is a more actively managed with annual turnover of: 57.00 vs. FSRAX (29.00). 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 : 9.02 vs. FSRAX (6.77). FSRAX return over 5 years is better than : 28.34 vs. HBLYX (15.15).
| FSRAX | HBLYX | FSRAX / HBLYX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 18 years | - |
| Gain YTD | 6.123 | 7.844 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | 500 | N/A | - |
| Net Assets | 501M | 12.3B | 4% |
| Annual Yield % from dividends | 4.95 | 3.51 | 141% |
| Returns for 1 year | 6.77 | 9.02 | 75% |
| Returns for 3 years | 8.80 | 4.49 | 196% |
| Returns for 5 years | 28.34 | 15.15 | 187% |
| Returns for 10 years | 31.72 | 41.42 | 77% |
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