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FSRTX vs HBLCX
FSRTX vs HBLCX Comparison
Open Charts FSRTX vs HBLCX
Fidelity Advisor Strategic Real Ret M
Price$8.50
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets488.39M
Hartford Balanced Income C
Price$14.09
Change-$0.03 (-0.21%)
VolumeN/A
Net Assets11.74B
FSRTX vs HBLCX Comparison Chart
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FSRTX vs. HBLCX commentary
May 14, 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 Buy and HBLCX is a Buy.
FUNDAMENTALS
Fundamentals
HBLCX has more cash in the bank: 11.7B vs. FSRTX (488M). FSRTX pays higher dividends than HBLCX: FSRTX (4.53) vs HBLCX (2.67). FSRTX was incepted earlier than HBLCX: FSRTX (20 years) vs HBLCX (19 years). HBLCX (1.64) is less costly to investors than FSRTX (1.04). HBLCX is a more actively managed with annual turnover of: 61.00 vs. FSRTX (23.00). FSRTX has a lower initial minimum investment than HBLCX: FSRTX (0) vs HBLCX (2000). HBLCX IRA initial investment is lower compared to FSRTX: HBLCX (2000) vs FSRTX (500). FSRTX annual gain was more profitable for investors over the last year : 4.69 vs. HBLCX (1.52). FSRTX return over 5 years is better than : 47.43 vs. HBLCX (15.77).
| FSRTX | HBLCX | FSRTX / HBLCX | |
| Total Expense Ratio | 0.95 | 1.64 | 58% |
| Annual Report Gross Expense Ratio | 1.04 | 1.64 | 63% |
| Fund Existence | 20 years | 19 years | - |
| Gain YTD | 2.065 | 1.272 | 162% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | 500 | 2000 | 25% |
| Net Assets | 488M | 11.7B | 4% |
| Annual Yield % from dividends | 4.53 | 2.67 | 169% |
| Returns for 1 year | 4.69 | 1.52 | 309% |
| Returns for 3 years | 7.66 | 5.73 | 134% |
| Returns for 5 years | 47.43 | 15.77 | 301% |
| Returns for 10 years | 32.77 | 22.79 | 144% |
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