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FSRKX vs HBLRX
FSRKX vs HBLRX Comparison
Open Charts FSRKX vs HBLRX
Fidelity Strategic Real Return K6
Price$8.82
Change+$0.05 (+0.57%)
VolumeN/A
Net Assets492.74M
Hartford Balanced Income R3
Price$14.88
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets11.96B
FSRKX vs HBLRX Comparison Chart in %
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FSRKX vs. HBLRX 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 HBLRX is a Buy.
FUNDAMENTALS
Fundamentals
HBLRX has more cash in the bank: 12B vs. FSRKX (493M). FSRKX pays higher dividends than HBLRX: FSRKX (4.81) vs HBLRX (2.94). FSRKX was incepted earlier than HBLRX: FSRKX (6 years) vs HBLRX (15 years). HBLRX (1.28) is less costly to investors than FSRKX (0.63). HBLRX is a more actively managed with annual turnover of: 61.00 vs. FSRKX (23.00). FSRKX (0) and HBLRX (0) have matching initial minimum investment requirements. FSRKX annual gain was more profitable for investors over the last year : 7.06 vs. HBLRX (6.25). FSRKX return over 5 years is better than : 45.59 vs. HBLRX (15.95).
| FSRKX | HBLRX | FSRKX / HBLRX | |
| Total Expense Ratio | 0.51 | 1.28 | 40% |
| Annual Report Gross Expense Ratio | 0.63 | 1.28 | 49% |
| Fund Existence | 6 years | 15 years | - |
| Gain YTD | 5.135 | 5.872 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 493M | 12B | 4% |
| Annual Yield % from dividends | 4.81 | 2.94 | 164% |
| Returns for 1 year | 7.06 | 6.25 | 113% |
| Returns for 3 years | 17.32 | 14.87 | 117% |
| Returns for 5 years | 45.59 | 15.95 | 286% |
| Returns for 10 years | N/A | 36.99 | - |
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