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FSRKX vs HBLVX
FSRKX vs HBLVX Comparison
Open Charts FSRKX vs HBLVX
Fidelity Strategic Real Return K6
Price$8.39
Change-$0.24 (-2.78%)
VolumeN/A
CapitalizationN/A
Hartford Balanced Income R6
Price$14.48
Change-$0.21 (-1.43%)
VolumeN/A
CapitalizationN/A
FSRKX vs HBLVX Comparison Chart
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FSRKX vs. HBLVX 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 HBLVX is a Hold.
FUNDAMENTALS
Fundamentals
HBLVX has more cash in the bank: 11.8B vs. FSRKX (501M). FSRKX pays higher dividends than HBLVX: FSRKX (5.28) vs HBLVX (3.62). FSRKX was incepted earlier than HBLVX: FSRKX (5 years) vs HBLVX (10 years). HBLVX is a more actively managed with annual turnover of: 57.00 vs. FSRKX (29.00). FSRKX (0) and HBLVX (0) have matching initial minimum investment requirements. HBLVX annual gain was more profitable for investors over the last year : 9.21 vs. FSRKX (7.32). FSRKX return over 5 years is better than : 31.06 vs. HBLVX (15.64).
| FSRKX | HBLVX | FSRKX / HBLVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 5 years | 10 years | - |
| Gain YTD | 6.544 | 8.005 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 501M | 11.8B | 4% |
| Annual Yield % from dividends | 5.28 | 3.62 | 146% |
| Returns for 1 year | 7.32 | 9.21 | 79% |
| Returns for 3 years | 10.22 | 4.86 | 210% |
| Returns for 5 years | 31.06 | 15.64 | 199% |
| Returns for 10 years | N/A | 42.27 | - |
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