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FSRTX vs HBLSX
FSRTX vs HBLSX Comparison
Open Charts FSRTX vs HBLSX
Fidelity Advisor Strategic Real Ret M
Price$8.79
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets489.07M
Hartford Balanced Income R4
Price$15.18
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets11.89B
FSRTX vs HBLSX Comparison Chart in %
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FSRTX vs. HBLSX commentary
Oct 08, 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 HBLSX is a Hold.
FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 11.9B vs. FSRTX (489M). FSRTX pays higher dividends than HBLSX: FSRTX (4.21) vs HBLSX (3.18). 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 : 6.41 vs. HBLSX (3.31). FSRTX return over 5 years is better than : 39.28 vs. HBLSX (16.30).
| 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 | 8.205 | 9.028 | 91% |
| 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 | 4.21 | 3.18 | 132% |
| Returns for 1 year | 6.41 | 3.31 | 194% |
| Returns for 3 years | 21.47 | 24.78 | 87% |
| Returns for 5 years | 39.28 | 16.30 | 241% |
| Returns for 10 years | 47.69 | 45.99 | 104% |
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