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FSRKX vs HBLVX
FSRKX vs HBLVX Comparison
Open Charts FSRKX vs HBLVX
Fidelity Strategic Real Return K6
Price$8.32
Change+$0.06 (+0.73%)
VolumeN/A
Net Assets496.03M
Hartford Balanced Income R6
Price$14.14
Change+$0.09 (+0.64%)
VolumeN/A
Net Assets11.39B
FSRKX vs HBLVX Comparison Chart
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FSRKX vs. HBLVX 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 HBLVX is a Hold.
FUNDAMENTALS
Fundamentals
HBLVX has more cash in the bank: 11.4B vs. FSRKX (496M). FSRKX pays higher dividends than HBLVX: FSRKX (4.83) vs HBLVX (3.63). FSRKX was incepted earlier than HBLVX: FSRKX (6 years) vs HBLVX (10 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 : 2.15 vs. HBLVX (1.41). FSRKX return over 5 years is better than : 42.72 vs. HBLVX (16.85).
| 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 | 10 years | - |
| Gain YTD | -1.540 | -1.437 | 107% |
| 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 | 3.63 | 133% |
| Returns for 1 year | 2.15 | 1.41 | 153% |
| Returns for 3 years | 0.69 | 2.32 | 30% |
| Returns for 5 years | 42.72 | 16.85 | 254% |
| Returns for 10 years | N/A | 31.48 | - |
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