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FSRTX vs HBLIX
FSRTX vs HBLIX Comparison
Open Charts FSRTX vs HBLIX
Fidelity Advisor Strategic Real Ret M
Price$8.66
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets488.05M
Hartford Balanced Income I
Price$14.63
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets11.84B
FSRTX vs HBLIX Comparison Chart in %
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FSRTX vs. HBLIX commentary
Jul 01, 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: 11.8B vs. FSRTX (488M). FSRTX pays higher dividends than HBLIX: FSRTX (4.48) vs HBLIX (3.60). 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 (6.16) and HBLIX (5.89) have marching annual gain over last year. FSRTX return over 5 years is better than : 43.37 vs. HBLIX (20.06).
| 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 | 3.987 | 5.086 | 78% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | 500 | N/A | - |
| Net Assets | 488M | 11.8B | 4% |
| Annual Yield % from dividends | 4.48 | 3.60 | 124% |
| Returns for 1 year | 6.16 | 5.89 | 105% |
| Returns for 3 years | 13.46 | 16.62 | 81% |
| Returns for 5 years | 43.37 | 20.06 | 216% |
| Returns for 10 years | 37.83 | 43.10 | 88% |
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