Ad is loading...
FSRRX vs HBLSX
FSRRX vs HBLSX Comparison
Open Charts FSRRX vs HBLSX
Fidelity Strategic Real Return
Price$8.23
Change-$0.08 (-0.96%)
VolumeN/A
Net Assets496.03M
Hartford Balanced Income R4
Price$13.92
Change-$0.19 (-1.35%)
VolumeN/A
Net Assets11.55B
FSRRX vs HBLSX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FSRRX vs. HBLSX 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 HBLSX is a Hold.
FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 11.6B vs. FSRRX (496M). FSRRX pays higher dividends than HBLSX: FSRRX (4.67) vs HBLSX (3.26). FSRRX was incepted earlier than HBLSX: FSRRX (20 years) vs HBLSX (15 years). HBLSX (0.96) is less costly to investors than FSRRX (0.77). HBLSX is a more actively managed with annual turnover of: 61.00 vs. FSRRX (23.00). FSRRX (0) and HBLSX (0) have matching initial minimum investment requirements. FSRRX annual gain was more profitable for investors over the last year : 2.97 vs. HBLSX (2.03). FSRRX return over 5 years is better than : 42.91 vs. HBLSX (16.15).
| FSRRX | HBLSX | FSRRX / HBLSX | |
| Total Expense Ratio | 0.70 | 0.96 | 73% |
| Annual Report Gross Expense Ratio | 0.77 | 0.96 | 80% |
| Fund Existence | 20 years | 15 years | - |
| Gain YTD | -0.517 | -0.214 | 241% |
| 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 | 3.26 | 143% |
| Returns for 1 year | 2.97 | 2.03 | 146% |
| Returns for 3 years | 1.78 | 2.26 | 79% |
| Returns for 5 years | 42.91 | 16.15 | 266% |
| Returns for 10 years | 34.42 | 29.06 | 118% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers