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FSRTX vs HBLIX
FSRTX vs HBLIX Comparison
Open Charts FSRTX vs HBLIX
Fidelity Advisor Strategic Real Ret M
Price$8.54
Change-$0.01 (-0.12%)
VolumeN/A
Net Assets488.57M
Hartford Balanced Income I
Price$14.57
Change-$0.03 (-0.21%)
VolumeN/A
Net Assets12.06B
FSRTX vs HBLIX Comparison Chart
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FSRTX vs. HBLIX commentary
Mar 11, 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 HBLIX is a Buy.
FUNDAMENTALS
Fundamentals
HBLIX has more cash in the bank: 12.1B vs. FSRTX (489M). FSRTX pays higher dividends than HBLIX: FSRTX (4.45) vs HBLIX (3.57). FSRTX was incepted earlier than HBLIX: FSRTX (20 years) vs HBLIX (15 years). FSRTX (1.04) is less costly to investors than HBLIX (0.65). HBLIX is a more actively managed with annual turnover of: 61.00 vs. FSRTX (23.00). FSRTX has a lower initial minimum investment than HBLIX: FSRTX (0) vs HBLIX (2000). FSRTX annual gain was more profitable for investors over the last year : 6.94 vs. HBLIX (5.45). FSRTX return over 5 years is better than : 33.50 vs. HBLIX (14.06).
| FSRTX | HBLIX | FSRTX / HBLIX | |
| Total Expense Ratio | 0.95 | 0.65 | 146% |
| Annual Report Gross Expense Ratio | 1.04 | 0.65 | 160% |
| Fund Existence | 20 years | 15 years | - |
| Gain YTD | 2.029 | 2.962 | 68% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | 500 | N/A | - |
| Net Assets | 489M | 12.1B | 4% |
| Annual Yield % from dividends | 4.45 | 3.57 | 125% |
| Returns for 1 year | 6.94 | 5.45 | 127% |
| Returns for 3 years | 3.89 | 7.54 | 52% |
| Returns for 5 years | 33.50 | 14.06 | 238% |
| Returns for 10 years | 35.69 | 39.41 | 91% |
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