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FSRTX vs HBLCX
FSRTX vs HBLCX Comparison
Open Charts FSRTX vs HBLCX
Fidelity Advisor Strategic Real Ret M
Price$8.61
Change-$0.03 (-0.35%)
VolumeN/A
Net Assets487.18M
Hartford Balanced Income C
Price$14.31
Change-$0.02 (-0.14%)
VolumeN/A
Net Assets12.12B
FSRTX vs HBLCX Comparison Chart
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FSRTX vs. HBLCX commentary
Feb 23, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
HBLCX has more cash in the bank: 12.1B vs. FSRTX (487M). FSRTX pays higher dividends than HBLCX: FSRTX (4.96) vs HBLCX (2.65). FSRTX was incepted earlier than HBLCX: FSRTX (19 years) vs HBLCX (19 years). HBLCX is a more actively managed with annual turnover of: 57.00 vs. FSRTX (29.00). 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 : 9.40 vs. HBLCX (5.66). FSRTX return over 5 years is better than : 30.27 vs. HBLCX (5.01).
| FSRTX | HBLCX | FSRTX / HBLCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 19 years | - |
| Gain YTD | 2.745 | 2.802 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | 500 | 2000 | 25% |
| Net Assets | 487M | 12.1B | 4% |
| Annual Yield % from dividends | 4.96 | 2.65 | 187% |
| Returns for 1 year | 9.40 | 5.66 | 166% |
| Returns for 3 years | 9.12 | 2.13 | 428% |
| Returns for 5 years | 30.27 | 5.01 | 604% |
| Returns for 10 years | 34.83 | 25.01 | 139% |
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