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FSRTX vs HBLYX
FSRTX vs HBLYX Comparison
Open Charts FSRTX vs HBLYX
Fidelity Advisor Strategic Real Ret M
Price$8.64
Change+$0.01 (+0.12%)
VolumeN/A
Net Assets488.57M
Hartford Balanced Income Y
Price$14.69
Change+$0.07 (+0.48%)
VolumeN/A
Net Assets11.9B
FSRTX vs HBLYX Comparison Chart
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FSRTX vs. HBLYX commentary
Apr 02, 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 HBLYX is a Buy.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 11.9B vs. FSRTX (489M). FSRTX pays higher dividends than HBLYX: FSRTX (4.45) vs HBLYX (3.48). 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 : 6.79 vs. HBLYX (3.19). FSRTX return over 5 years is better than : 55.64 vs. HBLYX (30.22).
| 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 | 2.983 | 2.538 | 118% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | 500 | N/A | - |
| Net Assets | 489M | 11.9B | 4% |
| Annual Yield % from dividends | 4.45 | 3.48 | 128% |
| Returns for 1 year | 6.79 | 3.19 | 213% |
| Returns for 3 years | 4.28 | 4.14 | 103% |
| Returns for 5 years | 55.64 | 30.22 | 184% |
| Returns for 10 years | 35.00 | 37.11 | 94% |
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