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FSRTX vs HBLRX
FSRTX vs HBLRX Comparison
Open Charts FSRTX vs HBLRX
Fidelity Advisor Strategic Real Ret M
Price$8.64
Change+$0.01 (+0.12%)
VolumeN/A
Net Assets488.57M
Hartford Balanced Income R3
Price$14.55
Change+$0.07 (+0.48%)
VolumeN/A
Net Assets11.9B
FSRTX vs HBLRX Comparison Chart
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FSRTX vs. HBLRX commentary
Apr 02, 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 HBLRX is a Buy.
FUNDAMENTALS
Fundamentals
HBLRX has more cash in the bank: 11.9B vs. FSRTX (489M). FSRTX pays higher dividends than HBLRX: FSRTX (4.45) vs HBLRX (2.94). FSRTX was incepted earlier than HBLRX: FSRTX (20 years) vs HBLRX (15 years). HBLRX (1.28) is less costly to investors than FSRTX (1.04). HBLRX is a more actively managed with annual turnover of: 61.00 vs. FSRTX (23.00). FSRTX (0) and HBLRX (0) have matching initial minimum investment requirements. FSRTX annual gain was more profitable for investors over the last year : 6.79 vs. HBLRX (2.51). FSRTX return over 5 years is better than : 55.64 vs. HBLRX (26.55).
| FSRTX | HBLRX | FSRTX / HBLRX | |
| Total Expense Ratio | 0.95 | 1.28 | 74% |
| Annual Report Gross Expense Ratio | 1.04 | 1.28 | 81% |
| Fund Existence | 20 years | 15 years | - |
| Gain YTD | 2.983 | 2.329 | 128% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | 500 | N/A | - |
| Net Assets | 489M | 11.9B | 4% |
| Annual Yield % from dividends | 4.45 | 2.94 | 151% |
| Returns for 1 year | 6.79 | 2.51 | 271% |
| Returns for 3 years | 4.28 | 2.26 | 189% |
| Returns for 5 years | 55.64 | 26.55 | 210% |
| Returns for 10 years | 35.00 | 30.05 | 116% |
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