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FSRTX vs HBLYX
FSRTX vs HBLYX Comparison
Open Charts FSRTX vs HBLYX
Fidelity Advisor Strategic Real Ret M
Price$8.61
Change-$0.03 (-0.35%)
VolumeN/A
Net Assets487.18M
Hartford Balanced Income Y
Price$14.82
Change-$0.02 (-0.13%)
VolumeN/A
Net Assets12.12B
FSRTX vs HBLYX Comparison Chart
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FSRTX vs. HBLYX commentary
Feb 23, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 12.1B vs. FSRTX (487M). FSRTX pays higher dividends than HBLYX: FSRTX (4.96) vs HBLYX (3.51). FSRTX was incepted earlier than HBLYX: FSRTX (19 years) vs HBLYX (19 years). HBLYX is a more actively managed with annual turnover of: 57.00 vs. FSRTX (29.00). 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 : 9.40 vs. HBLYX (6.80). FSRTX return over 5 years is better than : 30.27 vs. HBLYX (10.09).
| FSRTX | HBLYX | FSRTX / HBLYX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 19 years | - |
| Gain YTD | 2.745 | 2.988 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | 500 | N/A | - |
| Net Assets | 487M | 12.1B | 4% |
| Annual Yield % from dividends | 4.96 | 3.51 | 141% |
| Returns for 1 year | 9.40 | 6.80 | 138% |
| Returns for 3 years | 9.12 | 5.40 | 169% |
| Returns for 5 years | 30.27 | 10.09 | 300% |
| Returns for 10 years | 34.83 | 36.83 | 95% |
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