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FSRKX vs HBLVX
FSRKX vs HBLVX Comparison
Open Charts FSRKX vs HBLVX
Fidelity Strategic Real Return K6
Price$8.82
Change+$0.05 (+0.57%)
VolumeN/A
Net Assets492.74M
Hartford Balanced Income R6
Price$15.01
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets11.96B
FSRKX vs HBLVX Comparison Chart in %
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FSRKX vs. HBLVX 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 HBLVX is a Buy.
FUNDAMENTALS
Fundamentals
HBLVX has more cash in the bank: 12B vs. FSRKX (493M). FSRKX pays higher dividends than HBLVX: FSRKX (4.81) vs HBLVX (3.61). 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 (7.06) and HBLVX (7.03) have marching annual gain over last year. FSRKX return over 5 years is better than : 45.59 vs. HBLVX (20.01).
| 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 | 5.135 | 6.261 | 82% |
| 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 | 3.61 | 133% |
| Returns for 1 year | 7.06 | 7.03 | 100% |
| Returns for 3 years | 17.32 | 17.41 | 99% |
| Returns for 5 years | 45.59 | 20.01 | 228% |
| Returns for 10 years | N/A | 45.58 | - |
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