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FSRTX vs HBLAX
FSRTX vs HBLAX Comparison
Open Charts FSRTX vs HBLAX
Fidelity Advisor Strategic Real Ret M
Price$8.85
Change-$0.03 (-0.34%)
VolumeN/A
Net Assets500.58M
Hartford Balanced Income A
Price$15.07
Change-$0.08 (-0.53%)
VolumeN/A
Net Assets11.68B
FSRTX vs HBLAX Comparison Chart in %
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FSRTX vs. HBLAX commentary
Nov 14, 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 HBLAX is a Buy.
FUNDAMENTALS
Fundamentals
HBLAX has more cash in the bank: 11.7B vs. FSRTX (501M). FSRTX pays higher dividends than HBLAX: FSRTX (4.53) vs HBLAX (3.29). FSRTX was incepted earlier than HBLAX: FSRTX (20 years) vs HBLAX (19 years). FSRTX (1.04) is less costly to investors than HBLAX (0.89). HBLAX is a more actively managed with annual turnover of: 61.00 vs. FSRTX (23.00). HBLAX initial investment is less costly to investors than FSRTX (4%) vs FSRTX (4%). FSRTX has a lower initial minimum investment than HBLAX: FSRTX (0) vs HBLAX (2000). HBLAX IRA initial investment is lower compared to FSRTX: HBLAX (2000) vs FSRTX (500). FSRTX annual gain was more profitable for investors over the last year : 8.88 vs. HBLAX (3.28). FSRTX return over 5 years is better than : 38.66 vs. HBLAX (13.61).
| FSRTX | HBLAX | FSRTX / HBLAX | |
| Total Expense Ratio | 0.95 | 0.89 | 107% |
| Annual Report Gross Expense Ratio | 1.04 | 0.89 | 117% |
| Fund Existence | 20 years | 19 years | - |
| Gain YTD | 9.313 | 9.012 | 103% |
| Front Load | 4% | 6% | 73% |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | 500 | 2000 | 25% |
| Net Assets | 501M | 11.7B | 4% |
| Annual Yield % from dividends | 4.53 | 3.29 | 138% |
| Returns for 1 year | 8.88 | 3.28 | 271% |
| Returns for 3 years | 19.26 | 18.19 | 106% |
| Returns for 5 years | 38.66 | 13.61 | 284% |
| Returns for 10 years | 54.21 | 45.05 | 120% |
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| PPH | 99.43 | 0.10 | +0.10% |
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| WEEK | 100.04 | N/A | N/A |
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| First Trust Lunt US Factor Rotation ETF | |||