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FSRRX vs HBLSX
FSRRX vs HBLSX Comparison
Open Charts FSRRX vs HBLSX
Fidelity Strategic Real Return
Price$8.35
Change-$0.23 (-2.68%)
VolumeN/A
CapitalizationN/A
Hartford Balanced Income R4
Price$14.34
Change-$0.21 (-1.44%)
VolumeN/A
CapitalizationN/A
FSRRX vs HBLSX Comparison Chart
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FSRRX vs. HBLSX 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 HBLSX is a Hold.
FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 11.8B vs. FSRRX (501M). FSRRX pays higher dividends than HBLSX: FSRRX (5.19) vs HBLSX (3.25). FSRRX was incepted earlier than HBLSX: FSRRX (19 years) vs HBLSX (15 years). HBLSX is a more actively managed with annual turnover of: 57.00 vs. FSRRX (29.00). FSRRX (0) and HBLSX (0) have matching initial minimum investment requirements. HBLSX annual gain was more profitable for investors over the last year : 8.72 vs. FSRRX (7.02). FSRRX return over 5 years is better than : 29.72 vs. HBLSX (13.56).
| FSRRX | HBLSX | FSRRX / HBLSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 15 years | - |
| Gain YTD | 6.302 | 7.612 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | 500 | N/A | - |
| Net Assets | 501M | 11.8B | 4% |
| Annual Yield % from dividends | 5.19 | 3.25 | 160% |
| Returns for 1 year | 7.02 | 8.72 | 81% |
| Returns for 3 years | 9.49 | 3.55 | 267% |
| Returns for 5 years | 29.72 | 13.56 | 219% |
| Returns for 10 years | 35.11 | 37.62 | 93% |
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