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FSRTX vs HBLCX
FSRTX vs HBLCX Comparison
Open Charts FSRTX vs HBLCX
Fidelity Advisor Strategic Real Ret M
Price$8.83
Change+$0.02 (+0.23%)
VolumeN/A
Net Assets500.58M
Hartford Balanced Income C
Price$14.70
Change+$0.02 (+0.14%)
VolumeN/A
Net Assets11.58B
FSRTX vs HBLCX Comparison Chart in %
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FSRTX vs. HBLCX commentary
Nov 20, 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 Hold and HBLCX is a Hold.
FUNDAMENTALS
Fundamentals
HBLCX has more cash in the bank: 11.6B vs. FSRTX (501M). FSRTX pays higher dividends than HBLCX: FSRTX (4.53) vs HBLCX (2.59). 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 : 7.52 vs. HBLCX (1.95). FSRTX return over 5 years is better than : 37.41 vs. HBLCX (8.03).
| 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 | 8.451 | 7.576 | 112% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | 500 | 2000 | 25% |
| Net Assets | 501M | 11.6B | 4% |
| Annual Yield % from dividends | 4.53 | 2.59 | 175% |
| Returns for 1 year | 7.52 | 1.95 | 385% |
| Returns for 3 years | 18.88 | 13.59 | 139% |
| Returns for 5 years | 37.41 | 8.03 | 466% |
| Returns for 10 years | 52.99 | 33.32 | 159% |
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