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FSRRX vs HBLSX
FSRRX vs HBLSX Comparison
Open Charts FSRRX vs HBLSX
Fidelity Strategic Real Return
Price$8.66
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets480.98M
Hartford Balanced Income R4
Price$14.95
Change+$0.07 (+0.47%)
VolumeN/A
Net Assets11.83B
FSRRX vs HBLSX Comparison Chart in %
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FSRRX vs. HBLSX commentary
Aug 13, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 11.8B vs. FSRRX (481M). FSRRX pays higher dividends than HBLSX: FSRRX (4.60) vs HBLSX (3.24). 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 : 6.43 vs. HBLSX (4.33). FSRRX return over 5 years is better than : 38.53 vs. HBLSX (13.43).
| 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 | 4.797 | 6.096 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | 500 | N/A | - |
| Net Assets | 481M | 11.8B | 4% |
| Annual Yield % from dividends | 4.60 | 3.24 | 142% |
| Returns for 1 year | 6.43 | 4.33 | 148% |
| Returns for 3 years | 10.47 | 10.22 | 102% |
| Returns for 5 years | 38.53 | 13.43 | 287% |
| Returns for 10 years | 46.27 | 39.97 | 116% |
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