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FSRTX vs HBLAX
FSRTX vs HBLAX Comparison
Open Charts FSRTX vs HBLAX
Fidelity Advisor Strategic Real Ret M
Price$8.57
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets488.05M
Hartford Balanced Income A
Price$14.51
Change-$0.02 (-0.14%)
VolumeN/A
Net Assets11.76B
FSRTX vs HBLAX Comparison Chart
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FSRTX vs. HBLAX commentary
Jun 06, 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 FSRTX is a StrongBuy and HBLAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLAX has more cash in the bank: 11.8B vs. FSRTX (488M). FSRTX pays higher dividends than HBLAX: FSRTX (4.48) vs HBLAX (3.37). FSRTX was incepted earlier than HBLAX: FSRTX (20 years) vs HBLAX (19 years). FSRTX (1.04) is less costly to investors than HBLAX (0.89). HBLAX is a more actively managed with annual turnover of: 61.00 vs. FSRTX (23.00). HBLAX initial investment is less costly to investors than FSRTX (4%) vs FSRTX (4%). FSRTX has a lower initial minimum investment than HBLAX: FSRTX (0) vs HBLAX (2000). HBLAX IRA initial investment is lower compared to FSRTX: HBLAX (2000) vs FSRTX (500). FSRTX annual gain was more profitable for investors over the last year : 5.30 vs. HBLAX (3.59). FSRTX return over 5 years is better than : 39.16 vs. HBLAX (12.22).
| FSRTX | HBLAX | FSRTX / HBLAX | |
| Total Expense Ratio | 0.95 | 0.89 | 107% |
| Annual Report Gross Expense Ratio | 1.04 | 0.89 | 117% |
| Fund Existence | 20 years | 19 years | - |
| Gain YTD | 2.906 | 3.373 | 86% |
| Front Load | 4% | 6% | 73% |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | 500 | 2000 | 25% |
| Net Assets | 488M | 11.8B | 4% |
| Annual Yield % from dividends | 4.48 | 3.37 | 133% |
| Returns for 1 year | 5.30 | 3.59 | 148% |
| Returns for 3 years | 5.83 | 8.27 | 70% |
| Returns for 5 years | 39.16 | 12.22 | 321% |
| Returns for 10 years | 36.70 | 36.45 | 101% |
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