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FSRRX vs HBLRX
FSRRX vs HBLRX Comparison
Open Charts FSRRX vs HBLRX
Fidelity Strategic Real Return
Price$8.23
Change-$0.08 (-0.96%)
VolumeN/A
Net Assets496.03M
Hartford Balanced Income R3
Price$13.92
Change-$0.18 (-1.28%)
VolumeN/A
Net Assets11.55B
FSRRX vs HBLRX Comparison Chart
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FSRRX vs. HBLRX 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 HBLRX is a Hold.
FUNDAMENTALS
Fundamentals
HBLRX has more cash in the bank: 11.6B vs. FSRRX (496M). FSRRX pays higher dividends than HBLRX: FSRRX (4.67) vs HBLRX (2.96). FSRRX was incepted earlier than HBLRX: FSRRX (20 years) vs HBLRX (15 years). HBLRX (1.28) is less costly to investors than FSRRX (0.77). HBLRX is a more actively managed with annual turnover of: 61.00 vs. FSRRX (23.00). FSRRX (0) and HBLRX (0) have matching initial minimum investment requirements. FSRRX annual gain was more profitable for investors over the last year : 2.97 vs. HBLRX (1.71). FSRRX return over 5 years is better than : 42.91 vs. HBLRX (14.50).
| FSRRX | HBLRX | FSRRX / HBLRX | |
| Total Expense Ratio | 0.70 | 1.28 | 55% |
| Annual Report Gross Expense Ratio | 0.77 | 1.28 | 60% |
| Fund Existence | 20 years | 15 years | - |
| Gain YTD | -0.517 | -0.356 | 145% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | 500 | N/A | - |
| Net Assets | 496M | 11.6B | 4% |
| Annual Yield % from dividends | 4.67 | 2.96 | 158% |
| Returns for 1 year | 2.97 | 1.71 | 174% |
| Returns for 3 years | 1.78 | 1.35 | 132% |
| Returns for 5 years | 42.91 | 14.50 | 296% |
| Returns for 10 years | 34.42 | 25.80 | 133% |
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