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FSRRX vs HBLAX
FSRRX vs HBLAX Comparison
Open Charts FSRRX vs HBLAX
Fidelity Strategic Real Return
Price$8.68
Change+$0.01 (+0.12%)
VolumeN/A
Net Assets492.74M
Hartford Balanced Income A
Price$14.69
Change+$0.02 (+0.14%)
VolumeN/A
Net Assets11.82B
FSRRX vs HBLAX Comparison Chart in %
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FSRRX vs. HBLAX commentary
Jul 21, 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 FSRRX is a StrongBuy and HBLAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLAX has more cash in the bank: 11.8B vs. FSRRX (493M). FSRRX pays higher dividends than HBLAX: FSRRX (4.66) vs HBLAX (3.35). FSRRX was incepted earlier than HBLAX: FSRRX (20 years) vs HBLAX (19 years). HBLAX (0.89) is less costly to investors than FSRRX (0.77). HBLAX is a more actively managed with annual turnover of: 61.00 vs. FSRRX (23.00). FSRRX has a lower initial minimum investment than HBLAX: FSRRX (0) vs HBLAX (2000). HBLAX IRA initial investment is lower compared to FSRRX: HBLAX (2000) vs FSRRX (500). FSRRX annual gain was more profitable for investors over the last year : 6.30 vs. HBLAX (3.12). FSRRX return over 5 years is better than : 42.90 vs. HBLAX (14.59).
| FSRRX | HBLAX | FSRRX / HBLAX | |
| Total Expense Ratio | 0.70 | 0.89 | 79% |
| Annual Report Gross Expense Ratio | 0.77 | 0.89 | 87% |
| Fund Existence | 20 years | 19 years | - |
| Gain YTD | 5.039 | 5.398 | 93% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | 500 | 2000 | 25% |
| Net Assets | 493M | 11.8B | 4% |
| Annual Yield % from dividends | 4.66 | 3.35 | 139% |
| Returns for 1 year | 6.30 | 3.12 | 202% |
| Returns for 3 years | 16.44 | 14.94 | 110% |
| Returns for 5 years | 42.90 | 14.59 | 294% |
| Returns for 10 years | 44.14 | 39.53 | 112% |
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