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FSRRX vs HBLCX
FSRRX vs HBLCX Comparison
Open Charts FSRRX vs HBLCX
Fidelity Strategic Real Return
Price$8.64
Change-$0.04 (-0.46%)
VolumeN/A
Net Assets487.18M
Hartford Balanced Income C
Price$14.31
Change-$0.02 (-0.14%)
VolumeN/A
Net Assets12.12B
FSRRX vs HBLCX Comparison Chart
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FSRRX vs. HBLCX commentary
Feb 23, 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: 12.1B vs. FSRRX (487M). FSRRX pays higher dividends than HBLCX: FSRRX (5.19) vs HBLCX (2.65). FSRRX was incepted earlier than HBLCX: FSRRX (19 years) vs HBLCX (19 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 : 9.52 vs. HBLCX (5.66). FSRRX return over 5 years is better than : 31.79 vs. HBLCX (5.01).
| FSRRX | HBLCX | FSRRX / HBLCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 19 years | - |
| Gain YTD | 2.735 | 2.802 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | 500 | 2000 | 25% |
| Net Assets | 487M | 12.1B | 4% |
| Annual Yield % from dividends | 5.19 | 2.65 | 196% |
| Returns for 1 year | 9.52 | 5.66 | 168% |
| Returns for 3 years | 9.93 | 2.13 | 466% |
| Returns for 5 years | 31.79 | 5.01 | 635% |
| Returns for 10 years | 38.35 | 25.01 | 153% |
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