FSRTX
Price
$8.32
Change
-$0.23 (-2.69%)
Updated
Dec 18 closing price
HBLIX
Price
$14.27
Change
-$0.21 (-1.45%)
Updated
Dec 18 closing price
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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$8.32
Change-$0.23 (-2.69%)
VolumeN/A
CapitalizationN/A
Hartford Balanced Income I
Price$14.27
Change-$0.21 (-1.45%)
VolumeN/A
CapitalizationN/A
FSRTX vs HBLIX Comparison Chart
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VS
FSRTX vs. HBLIX commentary
Dec 19, 2024

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 Sell and HBLIX is a Hold.

FUNDAMENTALS
Fundamentals
HBLIX has more cash in the bank: 11.8B vs. FSRTX (501M). FSRTX pays higher dividends than HBLIX: FSRTX (4.96) vs HBLIX (3.59). FSRTX was incepted earlier than HBLIX: FSRTX (19 years) vs HBLIX (15 years). HBLIX is a more actively managed with annual turnover of: 57.00 vs. FSRTX (29.00). FSRTX has a lower initial minimum investment than HBLIX: FSRTX (0) vs HBLIX (2000). HBLIX annual gain was more profitable for investors over the last year : 9.04 vs. FSRTX (6.77). FSRTX return over 5 years is better than : 28.31 vs. HBLIX (15.08).
FSRTXHBLIXFSRTX / HBLIX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence19 years15 years-
Gain YTD6.1167.91377%
Front LoadN/AN/A-
Min. Initial Investment02000-
Min. Initial Investment IRA500N/A-
Net Assets501M11.8B4%
Annual Yield % from dividends4.963.59138%
Returns for 1 year6.779.0475%
Returns for 3 years8.804.53194%
Returns for 5 years28.3115.08188%
Returns for 10 years31.6140.9577%
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