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FSRRX vs HBLCX
FSRRX vs HBLCX Comparison
Open Charts FSRRX vs HBLCX
Fidelity Strategic Real Return
Price$8.89
Change-$0.03 (-0.34%)
VolumeN/A
Net Assets482.75M
Hartford Balanced Income C
Price$14.82
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets11.96B
FSRRX vs HBLCX Comparison Chart in %
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FSRRX vs. HBLCX commentary
Sep 18, 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 Hold.
FUNDAMENTALS
Fundamentals
HBLCX has more cash in the bank: 12B vs. FSRRX (483M). FSRRX pays higher dividends than HBLCX: FSRRX (4.50) vs HBLCX (2.58). 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 : 7.35 vs. HBLCX (1.61). FSRRX return over 5 years is better than : 40.94 vs. HBLCX (12.31).
| 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 | 7.943 | 7.915 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | 500 | 2000 | 25% |
| Net Assets | 483M | 12B | 4% |
| Annual Yield % from dividends | 4.50 | 2.58 | 174% |
| Returns for 1 year | 7.35 | 1.61 | 457% |
| Returns for 3 years | 18.73 | 16.37 | 114% |
| Returns for 5 years | 40.94 | 12.31 | 333% |
| Returns for 10 years | 52.76 | 38.16 | 138% |
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