Interact to see
Advertisement
Advertisement
FSRTX vs HBLSX
FSRTX vs HBLSX Comparison
Open Charts FSRTX vs HBLSX
Fidelity Advisor Strategic Real Ret M
Price$8.84
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets482.75M
Hartford Balanced Income R4
Price$15.22
Change-$0.02 (-0.13%)
VolumeN/A
Net Assets11.98B
FSRTX vs HBLSX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FSRTX vs. HBLSX commentary
Sep 16, 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 HBLSX is a Hold.
FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 12B vs. FSRTX (483M). FSRTX pays higher dividends than HBLSX: FSRTX (4.26) vs HBLSX (3.17). FSRTX was incepted earlier than HBLSX: FSRTX (20 years) vs HBLSX (15 years). FSRTX (1.04) is less costly to investors than HBLSX (0.96). HBLSX is a more actively managed with annual turnover of: 61.00 vs. FSRTX (23.00). FSRTX (0) and HBLSX (0) have matching initial minimum investment requirements. FSRTX annual gain was more profitable for investors over the last year : 7.48 vs. HBLSX (3.63). FSRTX return over 5 years is better than : 39.26 vs. HBLSX (16.80).
| FSRTX | HBLSX | FSRTX / HBLSX | |
| Total Expense Ratio | 0.95 | 0.96 | 99% |
| Annual Report Gross Expense Ratio | 1.04 | 0.96 | 108% |
| Fund Existence | 20 years | 15 years | - |
| Gain YTD | 7.241 | 8.662 | 84% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | 500 | N/A | - |
| Net Assets | 483M | 12B | 4% |
| Annual Yield % from dividends | 4.26 | 3.17 | 134% |
| Returns for 1 year | 7.48 | 3.63 | 206% |
| Returns for 3 years | 15.53 | 18.36 | 85% |
| Returns for 5 years | 39.26 | 16.80 | 234% |
| Returns for 10 years | 48.50 | 47.64 | 102% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| SILJ | 20.48 | 0.15 | +0.74% |
| Amplify Junior Silver Miners ETF | |||
| FLSP | 25.86 | 0.10 | +0.39% |
| Franklin Systematic Style Premia ETF | |||
| PMMR | 25.77 | N/A | N/A |
| PGIM S&P 500 Max Buffer ETF - March | |||
| LJAN | 24.68 | N/A | N/A |
| Innovator Premium Income 15 Buf ETF -Jan | |||
| YSEP | 25.29 | -0.04 | -0.16% |
| FT Vest Intl Eq Mod Bfr ETF Sep | |||