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FSRTX vs HBLYX
FSRTX vs HBLYX Comparison
Open Charts FSRTX vs HBLYX
Fidelity Advisor Strategic Real Ret M
Price$8.57
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets488.05M
Hartford Balanced Income Y
Price$14.74
Change-$0.02 (-0.14%)
VolumeN/A
Net Assets11.76B
FSRTX vs HBLYX Comparison Chart
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FSRTX vs. HBLYX commentary
Jun 06, 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: 11.8B vs. FSRTX (488M). FSRTX pays higher dividends than HBLYX: FSRTX (4.48) vs HBLYX (3.53). 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 : 5.30 vs. HBLYX (3.82). FSRTX return over 5 years is better than : 39.16 vs. HBLYX (13.50).
| 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 | 2.906 | 3.520 | 83% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | 500 | N/A | - |
| Net Assets | 488M | 11.8B | 4% |
| Annual Yield % from dividends | 4.48 | 3.53 | 127% |
| Returns for 1 year | 5.30 | 3.82 | 139% |
| Returns for 3 years | 5.83 | 9.12 | 64% |
| Returns for 5 years | 39.16 | 13.50 | 290% |
| Returns for 10 years | 36.70 | 39.75 | 92% |
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