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FSRKX vs HBLCX
FSRKX vs HBLCX Comparison
Open Charts FSRKX vs HBLCX
Fidelity Strategic Real Return K6
Price$8.65
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets488.05M
Hartford Balanced Income C
Price$14.22
Change-$0.03 (-0.21%)
VolumeN/A
Net Assets11.76B
FSRKX vs HBLCX Comparison Chart
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FSRKX vs. HBLCX commentary
Jun 06, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
HBLCX has more cash in the bank: 11.8B vs. FSRKX (488M). FSRKX pays higher dividends than HBLCX: FSRKX (4.90) vs HBLCX (2.65). 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 : 5.73 vs. HBLCX (2.75). FSRKX return over 5 years is better than : 42.24 vs. HBLCX (8.21).
| 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 | 3.109 | 3.081 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | 2000 | - |
| Net Assets | 488M | 11.8B | 4% |
| Annual Yield % from dividends | 4.90 | 2.65 | 185% |
| Returns for 1 year | 5.73 | 2.75 | 208% |
| Returns for 3 years | 7.20 | 5.77 | 125% |
| Returns for 5 years | 42.24 | 8.21 | 515% |
| Returns for 10 years | N/A | 27.62 | - |
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