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FSRKX vs HBLSX
FSRKX vs HBLSX Comparison
Open Charts FSRKX vs HBLSX
Fidelity Strategic Real Return K6
Price$8.32
Change+$0.06 (+0.73%)
VolumeN/A
Net Assets496.03M
Hartford Balanced Income R4
Price$14.02
Change+$0.10 (+0.72%)
VolumeN/A
Net Assets11.39B
FSRKX vs HBLSX Comparison Chart
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FSRKX vs. HBLSX 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 HBLSX is a Hold.
FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 11.4B vs. FSRKX (496M). FSRKX pays higher dividends than HBLSX: FSRKX (4.83) vs HBLSX (3.26). FSRKX was incepted earlier than HBLSX: FSRKX (6 years) vs HBLSX (15 years). HBLSX (0.96) is less costly to investors than FSRKX (0.63). HBLSX is a more actively managed with annual turnover of: 61.00 vs. FSRKX (23.00). FSRKX (0) and HBLSX (0) have matching initial minimum investment requirements. FSRKX annual gain was more profitable for investors over the last year : 2.15 vs. HBLSX (0.94). FSRKX return over 5 years is better than : 42.72 vs. HBLSX (14.58).
| FSRKX | HBLSX | FSRKX / HBLSX | |
| Total Expense Ratio | 0.51 | 0.96 | 53% |
| Annual Report Gross Expense Ratio | 0.63 | 0.96 | 66% |
| Fund Existence | 6 years | 15 years | - |
| Gain YTD | -1.540 | -1.558 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 496M | 11.4B | 4% |
| Annual Yield % from dividends | 4.83 | 3.26 | 148% |
| Returns for 1 year | 2.15 | 0.94 | 230% |
| Returns for 3 years | 0.69 | 1.01 | 68% |
| Returns for 5 years | 42.72 | 14.58 | 293% |
| Returns for 10 years | N/A | 26.96 | - |
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