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FSRKX vs HBLIX
FSRKX vs HBLIX Comparison
Open Charts FSRKX vs HBLIX
Fidelity Strategic Real Return K6
Price$8.82
Change+$0.05 (+0.57%)
VolumeN/A
Net Assets492.74M
Hartford Balanced Income I
Price$14.79
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets11.96B
FSRKX vs HBLIX Comparison Chart in %
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FSRKX vs. HBLIX 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 HBLIX is a Buy.
FUNDAMENTALS
Fundamentals
HBLIX has more cash in the bank: 12B vs. FSRKX (493M). FSRKX pays higher dividends than HBLIX: FSRKX (4.81) vs HBLIX (3.58). 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 (7.06) and HBLIX (6.97) have marching annual gain over last year. FSRKX return over 5 years is better than : 45.59 vs. HBLIX (19.44).
| 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 | 5.135 | 6.236 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 493M | 12B | 4% |
| Annual Yield % from dividends | 4.81 | 3.58 | 134% |
| Returns for 1 year | 7.06 | 6.97 | 101% |
| Returns for 3 years | 17.32 | 17.06 | 102% |
| Returns for 5 years | 45.59 | 19.44 | 235% |
| Returns for 10 years | N/A | 44.23 | - |
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