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FSRTX vs HBLYX
FSRTX vs HBLYX Comparison
Open Charts FSRTX vs HBLYX
Fidelity Advisor Strategic Real Ret M
Price$9.03
Change+$0.03 (+0.33%)
VolumeN/A
Net Assets500.99M
Hartford Balanced Income Y
Price$15.05
Change+$0.08 (+0.53%)
VolumeN/A
Net Assets11.64B
FSRTX vs HBLYX Comparison Chart in %
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FSRTX vs. HBLYX 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 HBLYX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 11.6B vs. FSRTX (501M). FSRTX pays higher dividends than HBLYX: FSRTX (4.44) vs HBLYX (3.42). FSRTX was incepted earlier than HBLYX: FSRTX (20 years) vs HBLYX (19 years). FSRTX (1.05) is less costly to investors than HBLYX (0.67). HBLYX is a more actively managed with annual turnover of: 61.00 vs. FSRTX (29.00). FSRTX has a lower initial minimum investment than HBLYX: FSRTX (0) vs HBLYX (250000). FSRTX annual gain was more profitable for investors over the last year : 11.66 vs. HBLYX (8.57). FSRTX return over 5 years is better than : 36.49 vs. HBLYX (11.79).
| FSRTX | HBLYX | FSRTX / HBLYX | |
| Total Expense Ratio | 0.95 | 0.67 | 142% |
| Annual Report Gross Expense Ratio | 1.05 | 0.67 | 157% |
| Fund Existence | 20 years | 19 years | - |
| Gain YTD | 2.041 | 1.758 | 116% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | 500 | N/A | - |
| Net Assets | 501M | 11.6B | 4% |
| Annual Yield % from dividends | 4.44 | 3.42 | 130% |
| Returns for 1 year | 11.66 | 8.57 | 136% |
| Returns for 3 years | 20.97 | 16.28 | 129% |
| Returns for 5 years | 36.49 | 11.79 | 309% |
| Returns for 10 years | 64.67 | 56.89 | 114% |
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