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FSRRX vs HBLCX
FSRRX vs HBLCX Comparison
Open Charts FSRRX vs HBLCX
Fidelity Strategic Real Return
Price$8.54
Change+$0.01 (+0.12%)
VolumeN/A
Net Assets479.95M
Hartford Balanced Income C
Price$14.10
Change+$0.03 (+0.21%)
VolumeN/A
Net Assets12.1B
FSRRX vs HBLCX Comparison Chart
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FSRRX vs. HBLCX commentary
Jan 19, 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 Buy.
FUNDAMENTALS
Fundamentals
HBLCX has more cash in the bank: 12.1B vs. FSRRX (480M). 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). FSRRX annual gain was more profitable for investors over the last year : 8.91 vs. HBLCX (5.09). FSRRX return over 5 years is better than : 29.95 vs. HBLCX (4.44).
| 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 | 1.546 | 1.293 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | 500 | 2000 | 25% |
| Net Assets | 480M | 12.1B | 4% |
| Annual Yield % from dividends | 5.19 | 2.65 | 196% |
| Returns for 1 year | 8.91 | 5.09 | 175% |
| Returns for 3 years | 8.77 | -2.03 | -433% |
| Returns for 5 years | 29.95 | 4.44 | 675% |
| Returns for 10 years | 36.60 | 24.83 | 147% |
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