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FSRTX vs HBLRX
FSRTX vs HBLRX Comparison
Open Charts FSRTX vs HBLRX
Fidelity Advisor Strategic Real Ret M
Price$8.50
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets488.39M
Hartford Balanced Income R3
Price$14.44
Change-$0.04 (-0.28%)
VolumeN/A
Net Assets11.74B
FSRTX vs HBLRX Comparison Chart
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FSRTX vs. HBLRX 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 HBLRX is a Buy.
FUNDAMENTALS
Fundamentals
HBLRX has more cash in the bank: 11.7B vs. FSRTX (488M). FSRTX pays higher dividends than HBLRX: FSRTX (4.53) vs HBLRX (2.99). 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 : 4.69 vs. HBLRX (2.01). FSRTX return over 5 years is better than : 47.43 vs. HBLRX (18.07).
| 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 | 2.065 | 1.410 | 146% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | 500 | N/A | - |
| Net Assets | 488M | 11.7B | 4% |
| Annual Yield % from dividends | 4.53 | 2.99 | 151% |
| Returns for 1 year | 4.69 | 2.01 | 233% |
| Returns for 3 years | 7.66 | 7.09 | 108% |
| Returns for 5 years | 47.43 | 18.07 | 262% |
| Returns for 10 years | 32.77 | 27.57 | 119% |
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