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FSRTX vs HBLCX
FSRTX vs HBLCX Comparison
Open Charts FSRTX vs HBLCX
Fidelity Advisor Strategic Real Ret M
Price$8.63
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets480.98M
Hartford Balanced Income C
Price$14.51
Change+$0.02 (+0.14%)
VolumeN/A
Net Assets11.82B
FSRTX vs HBLCX Comparison Chart in %
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FSRTX vs. HBLCX commentary
Aug 09, 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 Hold.
FUNDAMENTALS
Fundamentals
HBLCX has more cash in the bank: 11.8B vs. FSRTX (481M). FSRTX pays higher dividends than HBLCX: FSRTX (4.35) vs HBLCX (2.64). 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 : 6.80 vs. HBLCX (3.78). FSRTX return over 5 years is better than : 36.62 vs. HBLCX (8.99).
| 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 | 4.694 | 5.512 | 85% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | 500 | 2000 | 25% |
| Net Assets | 481M | 11.8B | 4% |
| Annual Yield % from dividends | 4.35 | 2.64 | 165% |
| Returns for 1 year | 6.80 | 3.78 | 180% |
| Returns for 3 years | 11.68 | 9.73 | 120% |
| Returns for 5 years | 36.62 | 8.99 | 407% |
| Returns for 10 years | 41.99 | 31.10 | 135% |
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