Ad is loading...
Ad is loading...
FSRRX vs HBLFX
FSRRX vs HBLFX Comparison
Open Charts FSRRX vs HBLFX
Fidelity Strategic Real Return
Price$8.56
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Hartford Balanced Income F
Price$15.05
Change-$0.04 (-0.27%)
VolumeN/A
CapitalizationN/A
FSRRX vs HBLFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FSRRX vs. HBLFX commentary
Nov 18, 2024
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 HBLFX is a Buy.
FUNDAMENTALS
Fundamentals
HBLFX has more cash in the bank: 12.4B vs. FSRRX (496M). FSRRX pays higher dividends than HBLFX: FSRRX (5.19) vs HBLFX (3.67). FSRRX was incepted earlier than HBLFX: FSRRX (19 years) vs HBLFX (8 years). HBLFX is a more actively managed with annual turnover of: 57.00 vs. FSRRX (29.00). FSRRX has a lower initial minimum investment than HBLFX: FSRRX (0) vs HBLFX (1000000). HBLFX annual gain was more profitable for investors over the last year : 15.65 vs. FSRRX (9.51). FSRRX return over 5 years is better than : 30.80 vs. HBLFX (16.65).
| FSRRX | HBLFX | FSRRX / HBLFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 8 years | - |
| Gain YTD | 6.054 | 8.116 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | 500 | N/A | - |
| Net Assets | 496M | 12.4B | 4% |
| Annual Yield % from dividends | 5.19 | 3.67 | 142% |
| Returns for 1 year | 9.51 | 15.65 | 61% |
| Returns for 3 years | 7.60 | -0.09 | -8,400% |
| Returns for 5 years | 30.80 | 16.65 | 185% |
| Returns for 10 years | 31.97 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| BAUG | 43.36 | -0.35 | -0.80% |
| Innovator U.S. Equity Buffer ETF Aug | |||
| XLSR | 53.36 | -0.67 | -1.25% |
| SPDR® SSGA US Sector Rotation ETF | |||
| KWT | 32.13 | -0.45 | -1.38% |
| iShares® MSCI Kuwait ETF | |||
| MSVX | 21.64 | -0.35 | -1.60% |
| LHA Market State Alpha Seeker ETF | |||
| OMFL | 53.87 | -0.92 | -1.68% |
| Invesco Russell 1000® Dynamic Mltfct ETF | |||