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FSRTX vs HBLIX
FSRTX vs HBLIX Comparison
Open Charts FSRTX vs HBLIX
Fidelity Advisor Strategic Real Ret M
Price$8.85
Change+$0.01 (+0.11%)
VolumeN/A
Net Assets505.26M
Hartford Balanced Income I
Price$14.75
Change+$0.04 (+0.27%)
VolumeN/A
Net Assets11.68B
FSRTX vs HBLIX Comparison Chart in %
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FSRTX vs. HBLIX commentary
Dec 26, 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 HBLIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLIX has more cash in the bank: 11.7B vs. FSRTX (505M). FSRTX pays higher dividends than HBLIX: FSRTX (4.47) vs HBLIX (3.45). FSRTX was incepted earlier than HBLIX: FSRTX (20 years) vs HBLIX (16 years). FSRTX (1.05) is less costly to investors than HBLIX (0.65). HBLIX is a more actively managed with annual turnover of: 61.00 vs. FSRTX (29.00). FSRTX has a lower initial minimum investment than HBLIX: FSRTX (0) vs HBLIX (2000). FSRTX annual gain was more profitable for investors over the last year : 9.20 vs. HBLIX (6.69). FSRTX return over 5 years is better than : 34.58 vs. HBLIX (11.06).
| FSRTX | HBLIX | FSRTX / HBLIX | |
| Total Expense Ratio | 0.95 | 0.65 | 146% |
| Annual Report Gross Expense Ratio | 1.05 | 0.65 | 162% |
| Fund Existence | 20 years | 16 years | - |
| Gain YTD | 8.944 | 6.881 | 130% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | 500 | N/A | - |
| Net Assets | 505M | 11.7B | 4% |
| Annual Yield % from dividends | 4.47 | 3.45 | 130% |
| Returns for 1 year | 9.20 | 6.69 | 138% |
| Returns for 3 years | 19.71 | 18.10 | 109% |
| Returns for 5 years | 34.58 | 11.06 | 313% |
| Returns for 10 years | 56.02 | 47.71 | 117% |
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