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FSRKX vs HBLVX
FSRKX vs HBLVX Comparison
Open Charts FSRKX vs HBLVX
Fidelity Strategic Real Return K6
Price$8.65
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets488.05M
Hartford Balanced Income R6
Price$14.74
Change-$0.02 (-0.14%)
VolumeN/A
Net Assets11.76B
FSRKX vs HBLVX Comparison Chart
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FSRKX vs. HBLVX commentary
Jun 06, 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 HBLVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLVX has more cash in the bank: 11.8B vs. FSRKX (488M). FSRKX pays higher dividends than HBLVX: FSRKX (4.90) vs HBLVX (3.63). FSRKX was incepted earlier than HBLVX: FSRKX (6 years) vs HBLVX (11 years). FSRKX (0.63) is less costly to investors than HBLVX (0.56). HBLVX is a more actively managed with annual turnover of: 61.00 vs. FSRKX (23.00). FSRKX (0) and HBLVX (0) have matching initial minimum investment requirements. FSRKX annual gain was more profitable for investors over the last year : 5.73 vs. HBLVX (4.00). FSRKX return over 5 years is better than : 42.24 vs. HBLVX (14.08).
| FSRKX | HBLVX | FSRKX / HBLVX | |
| Total Expense Ratio | 0.51 | 0.56 | 91% |
| Annual Report Gross Expense Ratio | 0.63 | 0.56 | 113% |
| Fund Existence | 6 years | 11 years | - |
| Gain YTD | 3.109 | 3.544 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 488M | 11.8B | 4% |
| Annual Yield % from dividends | 4.90 | 3.63 | 135% |
| Returns for 1 year | 5.73 | 4.00 | 143% |
| Returns for 3 years | 7.20 | 9.50 | 76% |
| Returns for 5 years | 42.24 | 14.08 | 300% |
| Returns for 10 years | N/A | 40.76 | - |
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