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FSRKX vs HBLCX
FSRKX vs HBLCX Comparison
Open Charts FSRKX vs HBLCX
Fidelity Strategic Real Return K6
Price$8.32
Change+$0.06 (+0.73%)
VolumeN/A
Net Assets496.03M
Hartford Balanced Income C
Price$13.67
Change+$0.09 (+0.66%)
VolumeN/A
Net Assets11.39B
FSRKX vs HBLCX Comparison Chart
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FSRKX vs. HBLCX commentary
Apr 12, 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 Hold.
FUNDAMENTALS
Fundamentals
HBLCX has more cash in the bank: 11.4B vs. FSRKX (496M). FSRKX pays higher dividends than HBLCX: FSRKX (4.83) vs HBLCX (2.64). 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 : 2.15 vs. HBLCX (0.17). FSRKX return over 5 years is better than : 42.72 vs. HBLCX (10.72).
| 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 | -1.540 | -1.766 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | 2000 | - |
| Net Assets | 496M | 11.4B | 4% |
| Annual Yield % from dividends | 4.83 | 2.64 | 183% |
| Returns for 1 year | 2.15 | 0.17 | 1,292% |
| Returns for 3 years | 0.69 | -1.17 | -59% |
| Returns for 5 years | 42.72 | 10.72 | 398% |
| Returns for 10 years | N/A | 19.11 | - |
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