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FSRTX vs HBLYX
FSRTX vs HBLYX Comparison
Open Charts FSRTX vs HBLYX
Fidelity Advisor Strategic Real Ret M
Price$8.50
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets488.39M
Hartford Balanced Income Y
Price$14.59
Change-$0.04 (-0.27%)
VolumeN/A
Net Assets11.74B
FSRTX vs HBLYX Comparison Chart
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FSRTX vs. HBLYX 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 HBLYX is a Buy.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 11.7B vs. FSRTX (488M). FSRTX pays higher dividends than HBLYX: FSRTX (4.53) vs HBLYX (3.57). FSRTX was incepted earlier than HBLYX: FSRTX (20 years) vs HBLYX (19 years). FSRTX (1.04) is less costly to investors than HBLYX (0.67). HBLYX is a more actively managed with annual turnover of: 61.00 vs. FSRTX (23.00). FSRTX has a lower initial minimum investment than HBLYX: FSRTX (0) vs HBLYX (250000). FSRTX annual gain was more profitable for investors over the last year : 4.69 vs. HBLYX (3.40). FSRTX return over 5 years is better than : 47.43 vs. HBLYX (21.84).
| FSRTX | HBLYX | FSRTX / HBLYX | |
| Total Expense Ratio | 0.95 | 0.67 | 142% |
| Annual Report Gross Expense Ratio | 1.04 | 0.67 | 155% |
| Fund Existence | 20 years | 19 years | - |
| Gain YTD | 2.065 | 2.608 | 79% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | 500 | N/A | - |
| Net Assets | 488M | 11.7B | 4% |
| Annual Yield % from dividends | 4.53 | 3.57 | 127% |
| Returns for 1 year | 4.69 | 3.40 | 138% |
| Returns for 3 years | 7.66 | 10.06 | 76% |
| Returns for 5 years | 47.43 | 21.84 | 217% |
| Returns for 10 years | 32.77 | 35.82 | 91% |
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