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FSRRX vs HBLCX
FSRRX vs HBLCX Comparison
Open Charts FSRRX vs HBLCX
Fidelity Strategic Real Return
Price$8.68
Change+$0.01 (+0.12%)
VolumeN/A
Net Assets492.74M
Hartford Balanced Income C
Price$14.41
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets11.82B
FSRRX vs HBLCX Comparison Chart in %
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FSRRX vs. HBLCX commentary
Jul 21, 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: 11.8B vs. FSRRX (493M). FSRRX pays higher dividends than HBLCX: FSRRX (4.66) vs HBLCX (2.63). 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 : 6.30 vs. HBLCX (2.28). FSRRX return over 5 years is better than : 42.90 vs. HBLCX (10.26).
| 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 | 5.039 | 4.930 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | 500 | 2000 | 25% |
| Net Assets | 493M | 11.8B | 4% |
| Annual Yield % from dividends | 4.66 | 2.63 | 177% |
| Returns for 1 year | 6.30 | 2.28 | 276% |
| Returns for 3 years | 16.44 | 12.18 | 135% |
| Returns for 5 years | 42.90 | 10.26 | 418% |
| Returns for 10 years | 44.14 | 30.17 | 146% |
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