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FSRTX vs HBLCX
FSRTX vs HBLCX Comparison
Open Charts FSRTX vs HBLCX
Fidelity Advisor Strategic Real Ret M
Price$8.57
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets488.05M
Hartford Balanced Income C
Price$14.22
Change-$0.03 (-0.21%)
VolumeN/A
Net Assets11.76B
FSRTX vs HBLCX Comparison Chart
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FSRTX vs. HBLCX 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 HBLCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLCX has more cash in the bank: 11.8B vs. FSRTX (488M). FSRTX pays higher dividends than HBLCX: FSRTX (4.48) vs HBLCX (2.65). 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 : 5.30 vs. HBLCX (2.75). FSRTX return over 5 years is better than : 39.16 vs. HBLCX (8.21).
| 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 | 2.906 | 3.081 | 94% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | 500 | 2000 | 25% |
| Net Assets | 488M | 11.8B | 4% |
| Annual Yield % from dividends | 4.48 | 2.65 | 169% |
| Returns for 1 year | 5.30 | 2.75 | 193% |
| Returns for 3 years | 5.83 | 5.77 | 101% |
| Returns for 5 years | 39.16 | 8.21 | 477% |
| Returns for 10 years | 36.70 | 27.62 | 133% |
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