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FSRRX vs HBLCX
FSRRX vs HBLCX Comparison
Open Charts FSRRX vs HBLCX
Fidelity Strategic Real Return
Price$8.35
Change-$0.23 (-2.68%)
VolumeN/A
CapitalizationN/A
Hartford Balanced Income C
Price$13.97
Change-$0.21 (-1.48%)
VolumeN/A
CapitalizationN/A
FSRRX vs HBLCX Comparison Chart
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FSRRX vs. HBLCX 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 FSRRX is a Sell and HBLCX is a Hold.
FUNDAMENTALS
Fundamentals
HBLCX has more cash in the bank: 11.8B vs. FSRRX (501M). FSRRX pays higher dividends than HBLCX: FSRRX (5.19) vs HBLCX (2.65). FSRRX was incepted earlier than HBLCX: FSRRX (19 years) vs HBLCX (18 years). HBLCX is a more actively managed with annual turnover of: 57.00 vs. FSRRX (29.00). FSRRX has a lower initial minimum investment than HBLCX: FSRRX (0) vs HBLCX (2000). HBLCX IRA initial investment is lower compared to FSRRX: HBLCX (2000) vs FSRRX (500). HBLCX annual gain was more profitable for investors over the last year : 8.03 vs. FSRRX (7.02). FSRRX return over 5 years is better than : 29.72 vs. HBLCX (10.02).
| FSRRX | HBLCX | FSRRX / HBLCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 18 years | - |
| Gain YTD | 6.302 | 6.933 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | 500 | 2000 | 25% |
| Net Assets | 501M | 11.8B | 4% |
| Annual Yield % from dividends | 5.19 | 2.65 | 196% |
| Returns for 1 year | 7.02 | 8.03 | 87% |
| Returns for 3 years | 9.49 | 1.39 | 684% |
| Returns for 5 years | 29.72 | 10.02 | 296% |
| Returns for 10 years | 35.11 | 29.33 | 120% |
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