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FSRTX vs HBLYX
FSRTX vs HBLYX Comparison
Open Charts FSRTX vs HBLYX
Fidelity Advisor Strategic Real Ret M
Price$8.63
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets480.98M
Hartford Balanced Income Y
Price$15.03
Change+$0.02 (+0.13%)
VolumeN/A
Net Assets11.82B
FSRTX vs HBLYX Comparison Chart in %
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FSRTX vs. HBLYX commentary
Aug 09, 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 Hold.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 11.8B vs. FSRTX (481M). FSRTX pays higher dividends than HBLYX: FSRTX (4.35) vs HBLYX (3.51). 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 : 6.80 vs. HBLYX (4.89). FSRTX return over 5 years is better than : 36.62 vs. HBLYX (14.59).
| 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 | 4.694 | 6.207 | 76% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | 500 | N/A | - |
| Net Assets | 481M | 11.8B | 4% |
| Annual Yield % from dividends | 4.35 | 3.51 | 124% |
| Returns for 1 year | 6.80 | 4.89 | 139% |
| Returns for 3 years | 11.68 | 13.21 | 88% |
| Returns for 5 years | 36.62 | 14.59 | 251% |
| Returns for 10 years | 41.99 | 43.95 | 96% |
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