Ad is loading...
FSRRX vs HBLCX
FSRRX vs HBLCX Comparison
Open Charts FSRRX vs HBLCX
Fidelity Strategic Real Return
Price$8.23
Change-$0.08 (-0.96%)
VolumeN/A
Net Assets496.03M
Hartford Balanced Income C
Price$13.58
Change-$0.18 (-1.31%)
VolumeN/A
Net Assets11.55B
FSRRX vs HBLCX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FSRRX vs. HBLCX commentary
Apr 11, 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 Hold.
FUNDAMENTALS
Fundamentals
HBLCX has more cash in the bank: 11.6B vs. FSRRX (496M). FSRRX pays higher dividends than HBLCX: FSRRX (4.67) 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 : 2.97 vs. HBLCX (1.28). FSRRX return over 5 years is better than : 42.91 vs. HBLCX (12.19).
| 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 | -0.517 | -0.464 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | 500 | 2000 | 25% |
| Net Assets | 496M | 11.6B | 4% |
| Annual Yield % from dividends | 4.67 | 2.64 | 177% |
| Returns for 1 year | 2.97 | 1.28 | 232% |
| Returns for 3 years | 1.78 | 0.01 | 21,466% |
| Returns for 5 years | 42.91 | 12.19 | 352% |
| Returns for 10 years | 34.42 | 21.04 | 164% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers