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FSRRX vs HBLAX
FSRRX vs HBLAX Comparison
Open Charts FSRRX vs HBLAX
Fidelity Strategic Real Return
Price$8.74
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets488.05M
Hartford Balanced Income A
Price$14.59
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets11.76B
FSRRX vs HBLAX Comparison Chart in %
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FSRRX vs. HBLAX commentary
Jun 19, 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 (488M). FSRRX pays higher dividends than HBLAX: FSRRX (4.73) vs HBLAX (3.37). 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 : 7.15 vs. HBLAX (4.23). FSRRX return over 5 years is better than : 44.14 vs. HBLAX (14.69).
| 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 | 4.631 | 3.728 | 124% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | 500 | 2000 | 25% |
| Net Assets | 488M | 11.8B | 4% |
| Annual Yield % from dividends | 4.73 | 3.37 | 140% |
| Returns for 1 year | 7.15 | 4.23 | 169% |
| Returns for 3 years | 14.84 | 16.49 | 90% |
| Returns for 5 years | 44.14 | 14.69 | 300% |
| Returns for 10 years | 42.16 | 35.91 | 117% |
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