Interact to see
Advertisement
Advertisement
FSRTX vs HBLCX
FSRTX vs HBLCX Comparison
Open Charts FSRTX vs HBLCX
Fidelity Advisor Strategic Real Ret M
Price$8.79
Change-$0.01 (-0.11%)
VolumeN/A
Net Assets489.07M
Hartford Balanced Income C
Price$14.75
Change+$0.03 (+0.20%)
VolumeN/A
Net Assets11.79B
FSRTX vs HBLCX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FSRTX vs. HBLCX commentary
Oct 19, 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 HBLCX is a Hold.
FUNDAMENTALS
Fundamentals
HBLCX has more cash in the bank: 11.8B vs. FSRTX (489M). FSRTX pays higher dividends than HBLCX: FSRTX (4.21) vs HBLCX (2.58). FSRTX was incepted earlier than HBLCX: FSRTX (20 years) vs HBLCX (19 years). HBLCX (1.64) is less costly to investors than FSRTX (1.04). HBLCX is a more actively managed with annual turnover of: 61.00 vs. FSRTX (23.00). 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 : 6.90 vs. HBLCX (1.35). FSRTX return over 5 years is better than : 39.62 vs. HBLCX (11.49).
| FSRTX | HBLCX | FSRTX / HBLCX | |
| Total Expense Ratio | 0.95 | 1.64 | 58% |
| Annual Report Gross Expense Ratio | 1.04 | 1.64 | 63% |
| Fund Existence | 20 years | 19 years | - |
| Gain YTD | 8.205 | 8.089 | 101% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | 500 | 2000 | 25% |
| Net Assets | 489M | 11.8B | 4% |
| Annual Yield % from dividends | 4.21 | 2.58 | 163% |
| Returns for 1 year | 6.90 | 1.35 | 513% |
| Returns for 3 years | 22.06 | 21.22 | 104% |
| Returns for 5 years | 39.62 | 11.49 | 345% |
| Returns for 10 years | 48.21 | 35.29 | 137% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| GSEW | 84.34 | 0.34 | +0.40% |
| Goldman Sachs Equal Wght US Lg Cp Eq ETF | |||
| FLQS | 43.04 | 0.06 | +0.14% |
| Franklin US Small Cap Mltfctr Idx ETF | |||
| EATZ | 27.65 | N/A | N/A |
| AdvisorShares Restaurant ETF | |||
| BKGI | 39.64 | -0.04 | -0.10% |
| BNY Mellon Global Infras Inc ETF | |||
| CVNY | 35.14 | -1.02 | -2.82% |
| YieldMax CVNA Option Income Strategy ETF | |||