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FSRTX vs HBLRX
FSRTX vs HBLRX Comparison
Open Charts FSRTX vs HBLRX
Fidelity Advisor Strategic Real Ret M
Price$8.32
Change-$0.23 (-2.69%)
VolumeN/A
CapitalizationN/A
Hartford Balanced Income R3
Price$14.33
Change-$0.21 (-1.44%)
VolumeN/A
CapitalizationN/A
FSRTX vs HBLRX Comparison Chart
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FSRTX vs. HBLRX 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 HBLRX is a Hold.
FUNDAMENTALS
Fundamentals
HBLRX has more cash in the bank: 11.8B vs. FSRTX (501M). FSRTX pays higher dividends than HBLRX: FSRTX (4.96) vs HBLRX (2.97). FSRTX was incepted earlier than HBLRX: FSRTX (19 years) vs HBLRX (15 years). HBLRX is a more actively managed with annual turnover of: 57.00 vs. FSRTX (29.00). FSRTX (0) and HBLRX (0) have matching initial minimum investment requirements. HBLRX annual gain was more profitable for investors over the last year : 8.40 vs. FSRTX (6.77). FSRTX return over 5 years is better than : 28.31 vs. HBLRX (12.02).
| FSRTX | HBLRX | FSRTX / HBLRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 15 years | - |
| Gain YTD | 6.116 | 7.224 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | 500 | N/A | - |
| Net Assets | 501M | 11.8B | 4% |
| Annual Yield % from dividends | 4.96 | 2.97 | 167% |
| Returns for 1 year | 6.77 | 8.40 | 81% |
| Returns for 3 years | 8.80 | 2.58 | 341% |
| Returns for 5 years | 28.31 | 12.02 | 235% |
| Returns for 10 years | 31.61 | 34.24 | 92% |
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