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FSRKX vs HBLIX
FSRKX vs HBLIX Comparison
Open Charts FSRKX vs HBLIX
Fidelity Strategic Real Return K6
Price$8.32
Change+$0.06 (+0.73%)
VolumeN/A
Net Assets496.03M
Hartford Balanced Income I
Price$13.94
Change+$0.10 (+0.72%)
VolumeN/A
Net Assets11.39B
FSRKX vs HBLIX Comparison Chart
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FSRKX vs. HBLIX 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 HBLIX is a Hold.
FUNDAMENTALS
Fundamentals
HBLIX has more cash in the bank: 11.4B vs. FSRKX (496M). FSRKX pays higher dividends than HBLIX: FSRKX (4.83) 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 : 2.15 vs. HBLIX (1.28). FSRKX return over 5 years is better than : 42.72 vs. HBLIX (16.24).
| 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 | -1.540 | -1.479 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 496M | 11.4B | 4% |
| Annual Yield % from dividends | 4.83 | 3.60 | 134% |
| Returns for 1 year | 2.15 | 1.28 | 169% |
| Returns for 3 years | 0.69 | 1.96 | 35% |
| Returns for 5 years | 42.72 | 16.24 | 263% |
| Returns for 10 years | N/A | 30.19 | - |
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