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FSRTX vs HBLTX
FSRTX vs HBLTX Comparison
Open Charts FSRTX vs HBLTX
Fidelity Advisor Strategic Real Ret M
Price$8.87
Change+$0.02 (+0.23%)
VolumeN/A
Net Assets505.26M
Hartford Balanced Income R5
Price$14.87
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets11.68B
FSRTX vs HBLTX Comparison Chart in %
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FSRTX vs. HBLTX commentary
Dec 28, 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 HBLTX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLTX has more cash in the bank: 11.7B vs. FSRTX (505M). FSRTX pays higher dividends than HBLTX: FSRTX (4.47) vs HBLTX (3.41). FSRTX was incepted earlier than HBLTX: FSRTX (20 years) vs HBLTX (16 years). FSRTX (1.05) is less costly to investors than HBLTX (0.66). HBLTX is a more actively managed with annual turnover of: 61.00 vs. FSRTX (29.00). FSRTX (0) and HBLTX (0) have matching initial minimum investment requirements. FSRTX annual gain was more profitable for investors over the last year : 9.20 vs. HBLTX (6.55). FSRTX return over 5 years is better than : 34.58 vs. HBLTX (11.15).
| FSRTX | HBLTX | FSRTX / HBLTX | |
| Total Expense Ratio | 0.95 | 0.66 | 144% |
| Annual Report Gross Expense Ratio | 1.05 | 0.66 | 159% |
| Fund Existence | 20 years | 16 years | - |
| Gain YTD | 8.944 | 6.961 | 128% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | 500 | N/A | - |
| Net Assets | 505M | 11.7B | 4% |
| Annual Yield % from dividends | 4.47 | 3.41 | 131% |
| Returns for 1 year | 9.20 | 6.55 | 141% |
| Returns for 3 years | 19.71 | 18.48 | 107% |
| Returns for 5 years | 34.58 | 11.15 | 310% |
| Returns for 10 years | 55.64 | 48.07 | 116% |
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