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FSRTX vs HBLYX
FSRTX vs HBLYX Comparison
Open Charts FSRTX vs HBLYX
Fidelity Advisor Strategic Real Ret M
Price$8.32
Change-$0.23 (-2.69%)
VolumeN/A
CapitalizationN/A
Hartford Balanced Income Y
Price$14.48
Change-$0.22 (-1.50%)
VolumeN/A
CapitalizationN/A
FSRTX vs HBLYX Comparison Chart
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FSRTX vs. HBLYX 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 HBLYX is a Hold.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 11.8B vs. FSRTX (501M). FSRTX pays higher dividends than HBLYX: FSRTX (4.96) vs HBLYX (3.51). FSRTX was incepted earlier than HBLYX: FSRTX (19 years) vs HBLYX (18 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). HBLYX annual gain was more profitable for investors over the last year : 9.02 vs. FSRTX (6.77). FSRTX return over 5 years is better than : 28.31 vs. HBLYX (15.15).
| FSRTX | HBLYX | FSRTX / HBLYX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 18 years | - |
| Gain YTD | 6.116 | 7.844 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | 500 | N/A | - |
| Net Assets | 501M | 11.8B | 4% |
| Annual Yield % from dividends | 4.96 | 3.51 | 141% |
| Returns for 1 year | 6.77 | 9.02 | 75% |
| Returns for 3 years | 8.80 | 4.49 | 196% |
| Returns for 5 years | 28.31 | 15.15 | 187% |
| Returns for 10 years | 31.61 | 41.42 | 76% |
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