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FSRRX vs HBLIX
FSRRX vs HBLIX Comparison
Open Charts FSRRX vs HBLIX
Fidelity Strategic Real Return
Price$8.70
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets488.05M
Hartford Balanced Income I
Price$14.63
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets11.76B
FSRRX vs HBLIX Comparison Chart in %
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FSRRX vs. HBLIX commentary
Jun 28, 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 HBLIX is a Buy.
FUNDAMENTALS
Fundamentals
HBLIX has more cash in the bank: 11.8B vs. FSRRX (488M). FSRRX pays higher dividends than HBLIX: FSRRX (4.73) vs HBLIX (3.60). FSRRX was incepted earlier than HBLIX: FSRRX (20 years) vs HBLIX (15 years). FSRRX (0.77) is less costly to investors than HBLIX (0.65). HBLIX is a more actively managed with annual turnover of: 61.00 vs. FSRRX (23.00). FSRRX has a lower initial minimum investment than HBLIX: FSRRX (0) vs HBLIX (2000). FSRRX annual gain was more profitable for investors over the last year : 6.41 vs. HBLIX (5.89). FSRRX return over 5 years is better than : 45.15 vs. HBLIX (20.06).
| FSRRX | HBLIX | FSRRX / HBLIX | |
| Total Expense Ratio | 0.70 | 0.65 | 108% |
| Annual Report Gross Expense Ratio | 0.77 | 0.65 | 118% |
| Fund Existence | 20 years | 15 years | - |
| Gain YTD | 4.152 | 5.086 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | 500 | N/A | - |
| Net Assets | 488M | 11.8B | 4% |
| Annual Yield % from dividends | 4.73 | 3.60 | 131% |
| Returns for 1 year | 6.41 | 5.89 | 109% |
| Returns for 3 years | 14.31 | 16.62 | 86% |
| Returns for 5 years | 45.15 | 20.06 | 225% |
| Returns for 10 years | 41.66 | 43.10 | 97% |
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