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FSRRX vs HBLIX
FSRRX vs HBLIX Comparison
Open Charts FSRRX vs HBLIX
Fidelity Strategic Real Return
Price$8.23
Change-$0.08 (-0.96%)
VolumeN/A
Net Assets496.03M
Hartford Balanced Income I
Price$13.84
Change-$0.18 (-1.28%)
VolumeN/A
Net Assets11.55B
FSRRX vs HBLIX Comparison Chart
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FSRRX vs. HBLIX commentary
Apr 11, 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 Hold and HBLIX is a Hold.
FUNDAMENTALS
Fundamentals
HBLIX has more cash in the bank: 11.6B vs. FSRRX (496M). FSRRX pays higher dividends than HBLIX: FSRRX (4.67) 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 : 2.97 vs. HBLIX (2.30). FSRRX return over 5 years is better than : 42.91 vs. HBLIX (17.75).
| 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 | -0.517 | -0.198 | 261% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | 500 | N/A | - |
| Net Assets | 496M | 11.6B | 4% |
| Annual Yield % from dividends | 4.67 | 3.60 | 129% |
| Returns for 1 year | 2.97 | 2.30 | 129% |
| Returns for 3 years | 1.78 | 3.22 | 55% |
| Returns for 5 years | 42.91 | 17.75 | 242% |
| Returns for 10 years | 34.42 | 32.17 | 107% |
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