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FSRRX vs HBLCX
FSRRX vs HBLCX Comparison
Open Charts FSRRX vs HBLCX
Fidelity Strategic Real Return
Price$8.56
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Hartford Balanced Income C
Price$14.76
Change-$0.04 (-0.27%)
VolumeN/A
CapitalizationN/A
FSRRX vs HBLCX Comparison Chart
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FSRRX vs. HBLCX commentary
Nov 18, 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 StrongBuy and HBLCX is a Buy.
FUNDAMENTALS
Fundamentals
HBLCX has more cash in the bank: 12.4B vs. FSRRX (496M). 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 : 14.37 vs. FSRRX (9.51). FSRRX return over 5 years is better than : 30.80 vs. HBLCX (11.08).
| 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 | 6.054 | 7.151 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | 500 | 2000 | 25% |
| Net Assets | 496M | 12.4B | 4% |
| Annual Yield % from dividends | 5.19 | 2.65 | 196% |
| Returns for 1 year | 9.51 | 14.37 | 66% |
| Returns for 3 years | 7.60 | -3.42 | -223% |
| Returns for 5 years | 30.80 | 11.08 | 278% |
| Returns for 10 years | 31.97 | 27.88 | 115% |
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