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FSRKX vs HBLIX
FSRKX vs HBLIX Comparison
Open Charts FSRKX vs HBLIX
Fidelity Strategic Real Return K6
Price$8.65
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets488.05M
Hartford Balanced Income I
Price$14.52
Change-$0.02 (-0.14%)
VolumeN/A
Net Assets11.76B
FSRKX vs HBLIX Comparison Chart
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FSRKX vs. HBLIX 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 HBLIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLIX has more cash in the bank: 11.8B vs. FSRKX (488M). FSRKX pays higher dividends than HBLIX: FSRKX (4.90) vs HBLIX (3.60). FSRKX was incepted earlier than HBLIX: FSRKX (6 years) vs HBLIX (15 years). HBLIX (0.65) and FSRKX (0.63) have similar cost to investors . HBLIX is a more actively managed with annual turnover of: 61.00 vs. FSRKX (23.00). FSRKX has a lower initial minimum investment than HBLIX: FSRKX (0) vs HBLIX (2000). FSRKX annual gain was more profitable for investors over the last year : 5.73 vs. HBLIX (3.83). FSRKX return over 5 years is better than : 42.24 vs. HBLIX (13.47).
| FSRKX | HBLIX | FSRKX / HBLIX | |
| Total Expense Ratio | 0.51 | 0.65 | 78% |
| Annual Report Gross Expense Ratio | 0.63 | 0.65 | 97% |
| Fund Existence | 6 years | 15 years | - |
| Gain YTD | 3.109 | 3.504 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 488M | 11.8B | 4% |
| Annual Yield % from dividends | 4.90 | 3.60 | 136% |
| Returns for 1 year | 5.73 | 3.83 | 149% |
| Returns for 3 years | 7.20 | 9.14 | 79% |
| Returns for 5 years | 42.24 | 13.47 | 314% |
| Returns for 10 years | N/A | 39.31 | - |
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