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FSRRX vs HBLCX
FSRRX vs HBLCX Comparison
Open Charts FSRRX vs HBLCX
Fidelity Strategic Real Return
Price$8.62
Change+$0.01 (+0.12%)
VolumeN/A
Net Assets488.05M
Hartford Balanced Income C
Price$14.25
Change+$0.03 (+0.21%)
VolumeN/A
Net Assets11.74B
FSRRX vs HBLCX Comparison Chart
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FSRRX vs. HBLCX commentary
Jun 07, 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 HBLCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLCX has more cash in the bank: 11.7B vs. FSRRX (488M). FSRRX pays higher dividends than HBLCX: FSRRX (4.73) vs HBLCX (2.65). FSRRX was incepted earlier than HBLCX: FSRRX (20 years) vs HBLCX (19 years). HBLCX (1.64) is less costly to investors than FSRRX (0.77). HBLCX is a more actively managed with annual turnover of: 61.00 vs. FSRRX (23.00). 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). FSRRX annual gain was more profitable for investors over the last year : 5.19 vs. HBLCX (2.68). FSRRX return over 5 years is better than : 40.92 vs. HBLCX (7.98).
| FSRRX | HBLCX | FSRRX / HBLCX | |
| Total Expense Ratio | 0.70 | 1.64 | 43% |
| Annual Report Gross Expense Ratio | 0.77 | 1.64 | 47% |
| Fund Existence | 20 years | 19 years | - |
| Gain YTD | 3.075 | 2.864 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | 500 | 2000 | 25% |
| Net Assets | 488M | 11.7B | 4% |
| Annual Yield % from dividends | 4.73 | 2.65 | 179% |
| Returns for 1 year | 5.19 | 2.68 | 194% |
| Returns for 3 years | 6.11 | 4.83 | 126% |
| Returns for 5 years | 40.92 | 7.98 | 513% |
| Returns for 10 years | 40.35 | 27.35 | 148% |
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