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FSRRX vs HBLIX
FSRRX vs HBLIX Comparison
Open Charts FSRRX vs HBLIX
Fidelity Strategic Real Return
Price$8.89
Change-$0.03 (-0.34%)
VolumeN/A
Net Assets482.75M
Hartford Balanced Income I
Price$15.13
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets11.96B
FSRRX vs HBLIX Comparison Chart in %
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FSRRX vs. HBLIX commentary
Sep 18, 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 Hold.
FUNDAMENTALS
Fundamentals
HBLIX has more cash in the bank: 12B vs. FSRRX (483M). FSRRX pays higher dividends than HBLIX: FSRRX (4.50) vs HBLIX (3.50). FSRRX was incepted earlier than HBLIX: FSRRX (20 years) vs HBLIX (16 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 : 7.35 vs. HBLIX (2.63). FSRRX return over 5 years is better than : 40.94 vs. HBLIX (18.01).
| 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 | 16 years | - |
| Gain YTD | 7.943 | 8.678 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | 500 | N/A | - |
| Net Assets | 483M | 12B | 4% |
| Annual Yield % from dividends | 4.50 | 3.50 | 129% |
| Returns for 1 year | 7.35 | 2.63 | 279% |
| Returns for 3 years | 18.73 | 20.01 | 94% |
| Returns for 5 years | 40.94 | 18.01 | 227% |
| Returns for 10 years | 52.76 | 51.17 | 103% |
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