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FSRRX vs HBLFX
FSRRX vs HBLFX Comparison
Open Charts FSRRX vs HBLFX
Fidelity Strategic Real Return
Price$8.64
Change-$0.01 (-0.12%)
VolumeN/A
CapitalizationN/A
Hartford Balanced Income F
Price$15.25
Change-$0.02 (-0.13%)
VolumeN/A
CapitalizationN/A
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FSRRX vs HBLFX Comparison Chart
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FSRRX vs. HBLFX commentary
Oct 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 StrongBuy.
FUNDAMENTALS
Fundamentals
HBLFX has more cash in the bank: 12.7B vs. FSRRX (505M). 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 : 19.46 vs. FSRRX (10.80). FSRRX return over 5 years is better than : 31.86 vs. HBLFX (20.05).
| 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 | 7.169 | 9.697 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | 500 | N/A | - |
| Net Assets | 505M | 12.7B | 4% |
| Annual Yield % from dividends | 5.19 | 3.67 | 142% |
| Returns for 1 year | 10.80 | 19.46 | 55% |
| Returns for 3 years | 9.31 | 1.92 | 486% |
| Returns for 5 years | 31.86 | 20.05 | 159% |
| Returns for 10 years | 34.22 | N/A | - |
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