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FSRTX vs HBLIX
FSRTX vs HBLIX Comparison
Open Charts FSRTX vs HBLIX
Fidelity Advisor Strategic Real Ret M
Price$8.50
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets488.39M
Hartford Balanced Income I
Price$14.37
Change-$0.03 (-0.21%)
VolumeN/A
Net Assets11.74B
FSRTX vs HBLIX Comparison Chart
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FSRTX vs. HBLIX commentary
May 14, 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 Buy and HBLIX is a Buy.
FUNDAMENTALS
Fundamentals
HBLIX has more cash in the bank: 11.7B vs. FSRTX (488M). FSRTX pays higher dividends than HBLIX: FSRTX (4.53) vs HBLIX (3.65). 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 : 4.69 vs. HBLIX (3.33). FSRTX return over 5 years is better than : 47.43 vs. HBLIX (21.74).
| 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 | 2.065 | 2.507 | 82% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | 500 | N/A | - |
| Net Assets | 488M | 11.7B | 4% |
| Annual Yield % from dividends | 4.53 | 3.65 | 124% |
| Returns for 1 year | 4.69 | 3.33 | 141% |
| Returns for 3 years | 7.66 | 10.02 | 77% |
| Returns for 5 years | 47.43 | 21.74 | 218% |
| Returns for 10 years | 32.77 | 35.26 | 93% |
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