FSRTX
Price
$8.54
Change
-$0.01 (-0.12%)
Updated
Mar 10 closing price
Net Assets
488.57M
HBLIX
Price
$14.57
Change
-$0.03 (-0.21%)
Updated
Mar 10 closing price
Net Assets
12.06B
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FSRTX vs HBLIX

Header iconFSRTX vs HBLIX Comparison
Open Charts FSRTX vs HBLIXBanner chart's image
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.

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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).
FSRTXHBLIXFSRTX / HBLIX
Total Expense Ratio0.950.65146%
Annual Report Gross Expense Ratio1.040.65160%
Fund Existence20 years15 years-
Gain YTD2.0292.96268%
Front Load4%N/A-
Min. Initial Investment02000-
Min. Initial Investment IRA500N/A-
Net Assets489M12.1B4%
Annual Yield % from dividends4.453.57125%
Returns for 1 year6.945.45127%
Returns for 3 years3.897.5452%
Returns for 5 years33.5014.06238%
Returns for 10 years35.6939.4191%
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