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FSRTX vs HBLCX
FSRTX vs HBLCX Comparison
Open Charts FSRTX vs HBLCX
Fidelity Advisor Strategic Real Ret M
Price$8.52
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Hartford Balanced Income C
Price$14.76
Change-$0.04 (-0.27%)
VolumeN/A
CapitalizationN/A
FSRTX vs HBLCX Comparison Chart
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FSRTX vs. HBLCX commentary
Nov 18, 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 StrongBuy and HBLCX is a Buy.
FUNDAMENTALS
Fundamentals
HBLCX has more cash in the bank: 12.4B vs. FSRTX (496M). 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). HBLCX annual gain was more profitable for investors over the last year : 14.37 vs. FSRTX (9.13). FSRTX return over 5 years is better than : 29.13 vs. HBLCX (11.08).
| FSRTX | HBLCX | FSRTX / HBLCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 18 years | - |
| Gain YTD | 5.744 | 7.151 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | 500 | 2000 | 25% |
| Net Assets | 496M | 12.4B | 4% |
| Annual Yield % from dividends | 4.96 | 2.65 | 187% |
| Returns for 1 year | 9.13 | 14.37 | 64% |
| Returns for 3 years | 6.79 | -3.42 | -199% |
| Returns for 5 years | 29.13 | 11.08 | 263% |
| Returns for 10 years | 28.43 | 27.88 | 102% |
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