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FSRKX vs HBLCX
FSRKX vs HBLCX Comparison
Open Charts FSRKX vs HBLCX
Fidelity Strategic Real Return K6
Price$8.82
Change+$0.05 (+0.57%)
VolumeN/A
Net Assets492.74M
Hartford Balanced Income C
Price$14.51
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets11.96B
FSRKX vs HBLCX Comparison Chart in %
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FSRKX vs. HBLCX commentary
Jul 04, 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 FSRKX is a StrongBuy and HBLCX is a Buy.
FUNDAMENTALS
Fundamentals
HBLCX has more cash in the bank: 12B vs. FSRKX (493M). FSRKX pays higher dividends than HBLCX: FSRKX (4.81) vs HBLCX (2.63). FSRKX was incepted earlier than HBLCX: FSRKX (6 years) vs HBLCX (19 years). HBLCX (1.64) is less costly to investors than FSRKX (0.63). HBLCX is a more actively managed with annual turnover of: 61.00 vs. FSRKX (23.00). FSRKX has a lower initial minimum investment than HBLCX: FSRKX (0) vs HBLCX (2000). FSRKX annual gain was more profitable for investors over the last year : 7.06 vs. HBLCX (5.76). FSRKX return over 5 years is better than : 45.59 vs. HBLCX (13.60).
| FSRKX | HBLCX | FSRKX / HBLCX | |
| Total Expense Ratio | 0.51 | 1.64 | 31% |
| Annual Report Gross Expense Ratio | 0.63 | 1.64 | 38% |
| Fund Existence | 6 years | 19 years | - |
| Gain YTD | 5.135 | 5.658 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | 2000 | - |
| Net Assets | 493M | 12B | 4% |
| Annual Yield % from dividends | 4.81 | 2.63 | 183% |
| Returns for 1 year | 7.06 | 5.76 | 122% |
| Returns for 3 years | 17.32 | 13.44 | 129% |
| Returns for 5 years | 45.59 | 13.60 | 335% |
| Returns for 10 years | N/A | 31.78 | - |
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