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FSRKX vs HBLIX
FSRKX vs HBLIX Comparison
Open Charts FSRKX vs HBLIX
Fidelity Strategic Real Return K6
Price$8.39
Change-$0.24 (-2.78%)
VolumeN/A
CapitalizationN/A
Hartford Balanced Income I
Price$14.27
Change-$0.21 (-1.45%)
VolumeN/A
CapitalizationN/A
FSRKX vs HBLIX Comparison Chart
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FSRKX vs. HBLIX commentary
Dec 19, 2024
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: 11.8B vs. FSRKX (501M). FSRKX pays higher dividends than HBLIX: FSRKX (5.28) vs HBLIX (3.59). FSRKX was incepted earlier than HBLIX: FSRKX (5 years) vs HBLIX (15 years). HBLIX is a more actively managed with annual turnover of: 57.00 vs. FSRKX (29.00). 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 : 7.32 vs. HBLIX (4.61). FSRKX return over 5 years is better than : 31.06 vs. HBLIX (10.72).
| FSRKX | HBLIX | FSRKX / HBLIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 5 years | 15 years | - |
| Gain YTD | 6.544 | 4.034 | 162% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 501M | 11.8B | 4% |
| Annual Yield % from dividends | 5.28 | 3.59 | 147% |
| Returns for 1 year | 7.32 | 4.61 | 159% |
| Returns for 3 years | 10.22 | 0.77 | 1,322% |
| Returns for 5 years | 31.06 | 10.72 | 290% |
| Returns for 10 years | N/A | 35.88 | - |
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