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FSRRX vs HBLSX
FSRRX vs HBLSX Comparison
Open Charts FSRRX vs HBLSX
Fidelity Strategic Real Return
Price$8.64
Change-$0.01 (-0.12%)
VolumeN/A
CapitalizationN/A
Hartford Balanced Income R4
Price$15.33
Change-$0.02 (-0.13%)
VolumeN/A
CapitalizationN/A
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FSRRX vs HBLSX Comparison Chart
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FSRRX vs. HBLSX commentary
Oct 18, 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 StrongBuy and HBLSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 12.7B vs. FSRRX (505M). FSRRX pays higher dividends than HBLSX: FSRRX (5.19) vs HBLSX (3.25). FSRRX was incepted earlier than HBLSX: FSRRX (19 years) vs HBLSX (14 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 : 19.05 vs. FSRRX (10.80). FSRRX return over 5 years is better than : 31.86 vs. HBLSX (18.04).
| FSRRX | HBLSX | FSRRX / HBLSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 14 years | - |
| Gain YTD | 7.169 | 9.393 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | 500 | N/A | - |
| Net Assets | 505M | 12.7B | 4% |
| Annual Yield % from dividends | 5.19 | 3.25 | 160% |
| Returns for 1 year | 10.80 | 19.05 | 57% |
| Returns for 3 years | 9.31 | 0.73 | 1,283% |
| Returns for 5 years | 31.86 | 18.04 | 177% |
| Returns for 10 years | 34.22 | 42.72 | 80% |
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