Ad is loading...
FSRRX vs HBLIX
FSRRX vs HBLIX Comparison
Open Charts FSRRX vs HBLIX
Fidelity Strategic Real Return
Price$8.35
Change-$0.23 (-2.68%)
VolumeN/A
CapitalizationN/A
Hartford Balanced Income I
Price$14.27
Change-$0.21 (-1.45%)
VolumeN/A
CapitalizationN/A
FSRRX vs HBLIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FSRRX vs. HBLIX commentary
Dec 19, 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 Sell and HBLIX is a Hold.
FUNDAMENTALS
Fundamentals
HBLIX has more cash in the bank: 11.8B vs. FSRRX (501M). FSRRX pays higher dividends than HBLIX: FSRRX (5.19) vs HBLIX (3.59). FSRRX was incepted earlier than HBLIX: FSRRX (19 years) vs HBLIX (15 years). HBLIX is a more actively managed with annual turnover of: 57.00 vs. FSRRX (29.00). FSRRX has a lower initial minimum investment than HBLIX: FSRRX (0) vs HBLIX (2000). HBLIX annual gain was more profitable for investors over the last year : 9.04 vs. FSRRX (7.02). FSRRX return over 5 years is better than : 29.72 vs. HBLIX (15.08).
| FSRRX | HBLIX | FSRRX / HBLIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 15 years | - |
| Gain YTD | 6.302 | 7.913 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | 500 | N/A | - |
| Net Assets | 501M | 11.8B | 4% |
| Annual Yield % from dividends | 5.19 | 3.59 | 145% |
| Returns for 1 year | 7.02 | 9.04 | 78% |
| Returns for 3 years | 9.49 | 4.53 | 209% |
| Returns for 5 years | 29.72 | 15.08 | 197% |
| Returns for 10 years | 35.11 | 40.95 | 86% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers