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FSRRX vs HBLIX
FSRRX vs HBLIX Comparison
Open Charts FSRRX vs HBLIX
Fidelity Strategic Real Return
Price$8.62
Change+$0.01 (+0.12%)
VolumeN/A
Net Assets488.05M
Hartford Balanced Income I
Price$14.54
Change+$0.02 (+0.14%)
VolumeN/A
Net Assets11.74B
FSRRX vs HBLIX Comparison Chart
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FSRRX vs. HBLIX commentary
Jun 07, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
HBLIX has more cash in the bank: 11.7B 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 : 5.19 vs. HBLIX (3.83). FSRRX return over 5 years is better than : 40.92 vs. HBLIX (13.32).
| 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 | 3.075 | 3.361 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | 500 | N/A | - |
| Net Assets | 488M | 11.7B | 4% |
| Annual Yield % from dividends | 4.73 | 3.60 | 131% |
| Returns for 1 year | 5.19 | 3.83 | 135% |
| Returns for 3 years | 6.11 | 8.26 | 74% |
| Returns for 5 years | 40.92 | 13.32 | 307% |
| Returns for 10 years | 40.35 | 39.22 | 103% |
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