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FSRTX vs HBLIX
FSRTX vs HBLIX Comparison
Open Charts FSRTX vs HBLIX
Fidelity Advisor Strategic Real Ret M
Price$8.83
Change+$0.02 (+0.23%)
VolumeN/A
Net Assets500.58M
Hartford Balanced Income I
Price$14.99
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets11.58B
FSRTX vs HBLIX Comparison Chart in %
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FSRTX vs. HBLIX 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 HBLIX is a Hold.
FUNDAMENTALS
Fundamentals
HBLIX has more cash in the bank: 11.6B vs. FSRTX (501M). FSRTX pays higher dividends than HBLIX: FSRTX (4.53) vs HBLIX (3.51). FSRTX was incepted earlier than HBLIX: FSRTX (20 years) vs HBLIX (16 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 : 7.52 vs. HBLIX (3.04). FSRTX return over 5 years is better than : 37.41 vs. HBLIX (13.67).
| 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 | 16 years | - |
| Gain YTD | 8.451 | 8.547 | 99% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | 500 | N/A | - |
| Net Assets | 501M | 11.6B | 4% |
| Annual Yield % from dividends | 4.53 | 3.51 | 129% |
| Returns for 1 year | 7.52 | 3.04 | 247% |
| Returns for 3 years | 18.88 | 17.17 | 110% |
| Returns for 5 years | 37.41 | 13.67 | 274% |
| Returns for 10 years | 52.99 | 46.10 | 115% |
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