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FSRTX vs HBLSX
FSRTX vs HBLSX Comparison
Open Charts FSRTX vs HBLSX
Fidelity Advisor Strategic Real Ret M
Price$8.32
Change-$0.23 (-2.69%)
VolumeN/A
CapitalizationN/A
Hartford Balanced Income R4
Price$14.34
Change-$0.21 (-1.44%)
VolumeN/A
CapitalizationN/A
FSRTX vs HBLSX Comparison Chart
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FSRTX vs. HBLSX 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 HBLSX is a Hold.
FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 11.8B vs. FSRTX (501M). FSRTX pays higher dividends than HBLSX: FSRTX (4.96) vs HBLSX (3.25). FSRTX was incepted earlier than HBLSX: FSRTX (19 years) vs HBLSX (15 years). HBLSX is a more actively managed with annual turnover of: 57.00 vs. FSRTX (29.00). FSRTX (0) and HBLSX (0) have matching initial minimum investment requirements. FSRTX annual gain was more profitable for investors over the last year : 6.77 vs. HBLSX (4.25). FSRTX return over 5 years is better than : 28.31 vs. HBLSX (9.14).
| FSRTX | HBLSX | FSRTX / HBLSX | |
| 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 | 3.692 | 166% |
| 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 | 3.25 | 152% |
| Returns for 1 year | 6.77 | 4.25 | 159% |
| Returns for 3 years | 8.80 | -0.22 | -3,973% |
| Returns for 5 years | 28.31 | 9.14 | 310% |
| Returns for 10 years | 31.61 | 32.61 | 97% |
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