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FSRTX vs HBLCX
FSRTX vs HBLCX Comparison
Open Charts FSRTX vs HBLCX
Fidelity Advisor Strategic Real Ret M
Price$8.64
Change+$0.01 (+0.12%)
VolumeN/A
Net Assets488.57M
Hartford Balanced Income C
Price$14.20
Change+$0.06 (+0.42%)
VolumeN/A
Net Assets11.9B
FSRTX vs HBLCX Comparison Chart
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FSRTX vs. HBLCX commentary
Apr 02, 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 HBLCX is a Buy.
FUNDAMENTALS
Fundamentals
HBLCX has more cash in the bank: 11.9B vs. FSRTX (489M). FSRTX pays higher dividends than HBLCX: FSRTX (4.45) vs HBLCX (2.63). 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 : 6.79 vs. HBLCX (2.17). FSRTX return over 5 years is better than : 55.64 vs. HBLCX (24.06).
| 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 | 2.983 | 2.285 | 131% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | 500 | 2000 | 25% |
| Net Assets | 489M | 11.9B | 4% |
| Annual Yield % from dividends | 4.45 | 2.63 | 169% |
| Returns for 1 year | 6.79 | 2.17 | 313% |
| Returns for 3 years | 4.28 | 1.01 | 425% |
| Returns for 5 years | 55.64 | 24.06 | 231% |
| Returns for 10 years | 35.00 | 25.12 | 139% |
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