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FSRTX vs HBLCX
FSRTX vs HBLCX Comparison
Open Charts FSRTX vs HBLCX
Fidelity Advisor Strategic Real Ret M
Price$9.03
Change+$0.03 (+0.33%)
VolumeN/A
Net Assets500.99M
Hartford Balanced Income C
Price$14.50
Change+$0.07 (+0.49%)
VolumeN/A
Net Assets11.64B
FSRTX vs HBLCX Comparison Chart in %
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FSRTX vs. HBLCX commentary
Jan 15, 2026
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 Hold and HBLCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLCX has more cash in the bank: 11.6B vs. FSRTX (501M). FSRTX pays higher dividends than HBLCX: FSRTX (4.44) vs HBLCX (2.55). FSRTX was incepted earlier than HBLCX: FSRTX (20 years) vs HBLCX (19 years). HBLCX (1.64) is less costly to investors than FSRTX (1.05). HBLCX is a more actively managed with annual turnover of: 61.00 vs. FSRTX (29.00). FSRTX has a lower initial minimum investment than HBLCX: FSRTX (0) vs HBLCX (2000). HBLCX IRA initial investment is lower compared to FSRTX: HBLCX (2000) vs FSRTX (500). FSRTX annual gain was more profitable for investors over the last year : 11.66 vs. HBLCX (7.26). FSRTX return over 5 years is better than : 36.49 vs. HBLCX (5.82).
| FSRTX | HBLCX | FSRTX / HBLCX | |
| Total Expense Ratio | 0.95 | 1.64 | 58% |
| Annual Report Gross Expense Ratio | 1.05 | 1.64 | 64% |
| Fund Existence | 20 years | 19 years | - |
| Gain YTD | 2.041 | 1.683 | 121% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | 500 | 2000 | 25% |
| Net Assets | 501M | 11.6B | 4% |
| Annual Yield % from dividends | 4.44 | 2.55 | 174% |
| Returns for 1 year | 11.66 | 7.26 | 161% |
| Returns for 3 years | 20.97 | 12.51 | 168% |
| Returns for 5 years | 36.49 | 5.82 | 627% |
| Returns for 10 years | 64.67 | 42.24 | 153% |
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