FSRTX
Price
$8.36
Change
+$0.02 (+0.24%)
Updated
Dec 24 closing price
HBLCX
Price
$14.06
Change
+$0.05 (+0.36%)
Updated
Dec 24 closing price
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FSRTX vs HBLCX

Header iconFSRTX vs HBLCX Comparison
Open Charts FSRTX vs HBLCXBanner chart's image
Fidelity Advisor Strategic Real Ret M
Price$8.36
Change+$0.02 (+0.24%)
VolumeN/A
CapitalizationN/A
Hartford Balanced Income C
Price$14.06
Change+$0.05 (+0.36%)
VolumeN/A
CapitalizationN/A
FSRTX vs HBLCX Comparison Chart
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FSRTX vs. HBLCX commentary
Dec 25, 2024

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 StrongBuy.

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FUNDAMENTALS
Fundamentals
HBLCX has more cash in the bank: 12B vs. FSRTX (501M). FSRTX pays higher dividends than HBLCX: FSRTX (4.96) vs HBLCX (2.65). FSRTX was incepted earlier than HBLCX: FSRTX (19 years) vs HBLCX (18 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 : 5.45 vs. HBLCX (2.68). FSRTX return over 5 years is better than : 26.74 vs. HBLCX (4.52).
FSRTXHBLCXFSRTX / HBLCX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence19 years18 years-
Gain YTD5.3232.069257%
Front LoadN/AN/A-
Min. Initial Investment02000-
Min. Initial Investment IRA500200025%
Net Assets501M12B4%
Annual Yield % from dividends4.962.65187%
Returns for 1 year5.452.68203%
Returns for 3 years6.98-3.53-198%
Returns for 5 years26.744.52591%
Returns for 10 years31.2122.99136%
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