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FSRTX vs HBLTX
FSRTX vs HBLTX Comparison
Open Charts FSRTX vs HBLTX
Fidelity Advisor Strategic Real Ret M
Price$8.92
Change+$0.03 (+0.34%)
VolumeN/A
Net Assets505.26M
Hartford Balanced Income R5
Price$15.38
Change-$0.02 (-0.13%)
VolumeN/A
Net Assets11.75B
FSRTX vs HBLTX Comparison Chart in %
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FSRTX vs. HBLTX commentary
Dec 05, 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 Hold.
FUNDAMENTALS
Fundamentals
HBLTX has more cash in the bank: 11.8B 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 (1.04) is less costly to investors than HBLTX (0.66). HBLTX is a more actively managed with annual turnover of: 61.00 vs. FSRTX (23.00). FSRTX (0) and HBLTX (0) have matching initial minimum investment requirements. FSRTX annual gain was more profitable for investors over the last year : 7.98 vs. HBLTX (3.89). FSRTX return over 5 years is better than : 36.97 vs. HBLTX (14.17).
| FSRTX | HBLTX | FSRTX / HBLTX | |
| Total Expense Ratio | 0.95 | 0.66 | 144% |
| Annual Report Gross Expense Ratio | 1.04 | 0.66 | 158% |
| Fund Existence | 20 years | 16 years | - |
| Gain YTD | 9.805 | 10.774 | 91% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | 500 | N/A | - |
| Net Assets | 505M | 11.8B | 4% |
| Annual Yield % from dividends | 4.47 | 3.41 | 131% |
| Returns for 1 year | 7.98 | 3.89 | 205% |
| Returns for 3 years | 18.28 | 16.31 | 112% |
| Returns for 5 years | 36.97 | 14.17 | 261% |
| Returns for 10 years | 54.90 | 49.27 | 111% |
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