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FSRRX vs HBLCX
FSRRX vs HBLCX Comparison
Open Charts FSRRX vs HBLCX
Fidelity Strategic Real Return
Price$8.66
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets480.98M
Hartford Balanced Income C
Price$14.57
Change+$0.07 (+0.48%)
VolumeN/A
Net Assets11.83B
FSRRX vs HBLCX Comparison Chart in %
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FSRRX vs. HBLCX commentary
Aug 13, 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 Hold and HBLCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLCX has more cash in the bank: 11.8B vs. FSRRX (481M). FSRRX pays higher dividends than HBLCX: FSRRX (4.60) vs HBLCX (2.64). 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 : 6.43 vs. HBLCX (3.49). FSRRX return over 5 years is better than : 38.53 vs. HBLCX (9.51).
| 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 | 4.797 | 5.585 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | 500 | 2000 | 25% |
| Net Assets | 481M | 11.8B | 4% |
| Annual Yield % from dividends | 4.60 | 2.64 | 174% |
| Returns for 1 year | 6.43 | 3.49 | 184% |
| Returns for 3 years | 10.47 | 7.77 | 135% |
| Returns for 5 years | 38.53 | 9.51 | 405% |
| Returns for 10 years | 46.27 | 31.19 | 148% |
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