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FSRKX vs HBLCX
FSRKX vs HBLCX Comparison
Open Charts FSRKX vs HBLCX
Fidelity Strategic Real Return K6
Price$8.68
Change-$0.01 (-0.12%)
VolumeN/A
CapitalizationN/A
Hartford Balanced Income C
Price$14.96
Change-$0.03 (-0.20%)
VolumeN/A
CapitalizationN/A
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FSRKX vs HBLCX Comparison Chart
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FSRKX vs. HBLCX commentary
Oct 18, 2024
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 FSRKX is a StrongBuy and HBLCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLCX has more cash in the bank: 12.7B vs. FSRKX (505M). FSRKX pays higher dividends than HBLCX: FSRKX (5.28) vs HBLCX (2.65). FSRKX was incepted earlier than HBLCX: FSRKX (5 years) vs HBLCX (18 years). HBLCX is a more actively managed with annual turnover of: 57.00 vs. FSRKX (29.00). FSRKX has a lower initial minimum investment than HBLCX: FSRKX (0) vs HBLCX (2000). HBLCX annual gain was more profitable for investors over the last year : 18.20 vs. FSRKX (10.95). FSRKX return over 5 years is better than : 33.22 vs. HBLCX (14.30).
| FSRKX | HBLCX | FSRKX / HBLCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 5 years | 18 years | - |
| Gain YTD | 7.284 | 8.821 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | 2000 | - |
| Net Assets | 505M | 12.7B | 4% |
| Annual Yield % from dividends | 5.28 | 2.65 | 199% |
| Returns for 1 year | 10.95 | 18.20 | 60% |
| Returns for 3 years | 9.91 | -1.43 | -693% |
| Returns for 5 years | 33.22 | 14.30 | 232% |
| Returns for 10 years | N/A | 34.01 | - |
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