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FSRRX vs HBLRX
FSRRX vs HBLRX Comparison
Open Charts FSRRX vs HBLRX
Fidelity Strategic Real Return
Price$8.54
Change-$0.03 (-0.35%)
VolumeN/A
CapitalizationN/A
Hartford Balanced Income R3
Price$15.09
Change-$0.05 (-0.33%)
VolumeN/A
CapitalizationN/A
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FSRRX vs HBLRX Comparison Chart
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FSRRX vs. HBLRX commentary
Sep 08, 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 Buy and HBLRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLRX has more cash in the bank: 12.5B vs. FSRRX (496M). FSRRX pays higher dividends than HBLRX: FSRRX (5.19) vs HBLRX (2.97). FSRRX was incepted earlier than HBLRX: FSRRX (19 years) vs HBLRX (14 years). HBLRX is a more actively managed with annual turnover of: 57.00 vs. FSRRX (29.00). FSRRX (0) and HBLRX (0) have matching initial minimum investment requirements. HBLRX annual gain was more profitable for investors over the last year : 13.38 vs. FSRRX (7.12). FSRRX return over 5 years is better than : 29.56 vs. HBLRX (14.24).
| FSRRX | HBLRX | FSRRX / HBLRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 14 years | - |
| Gain YTD | 4.828 | 6.905 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | 500 | N/A | - |
| Net Assets | 496M | 12.5B | 4% |
| Annual Yield % from dividends | 5.19 | 2.97 | 175% |
| Returns for 1 year | 7.12 | 13.38 | 53% |
| Returns for 3 years | 8.86 | -3.06 | -289% |
| Returns for 5 years | 29.56 | 14.24 | 208% |
| Returns for 10 years | 28.76 | 32.79 | 88% |
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