FSRRX
Price
$8.35
Change
-$0.23 (-2.68%)
Updated
Dec 18 closing price
HBLIX
Price
$14.27
Change
-$0.21 (-1.45%)
Updated
Dec 18 closing price
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FSRRX vs HBLIX

Header iconFSRRX vs HBLIX Comparison
Open Charts FSRRX vs HBLIXBanner chart's image
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
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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).
FSRRXHBLIXFSRRX / HBLIX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence19 years15 years-
Gain YTD6.3027.91380%
Front LoadN/AN/A-
Min. Initial Investment02000-
Min. Initial Investment IRA500N/A-
Net Assets501M11.8B4%
Annual Yield % from dividends5.193.59145%
Returns for 1 year7.029.0478%
Returns for 3 years9.494.53209%
Returns for 5 years29.7215.08197%
Returns for 10 years35.1140.9586%
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