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FSRRX vs HBLSX
FSRRX vs HBLSX Comparison
Open Charts FSRRX vs HBLSX
Fidelity Strategic Real Return
Price$8.62
Change+$0.01 (+0.12%)
VolumeN/A
Net Assets488.05M
Hartford Balanced Income R4
Price$14.62
Change+$0.02 (+0.14%)
VolumeN/A
Net Assets11.74B
FSRRX vs HBLSX Comparison Chart
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FSRRX vs. HBLSX commentary
Jun 07, 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 StrongBuy and HBLSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 11.7B vs. FSRRX (488M). FSRRX pays higher dividends than HBLSX: FSRRX (4.73) 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 : 5.19 vs. HBLSX (3.47). FSRRX return over 5 years is better than : 40.92 vs. HBLSX (11.71).
| 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 | 3.075 | 3.251 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | 500 | N/A | - |
| Net Assets | 488M | 11.7B | 4% |
| Annual Yield % from dividends | 4.73 | 3.26 | 145% |
| Returns for 1 year | 5.19 | 3.47 | 149% |
| Returns for 3 years | 6.11 | 7.22 | 85% |
| Returns for 5 years | 40.92 | 11.71 | 350% |
| Returns for 10 years | 40.35 | 35.82 | 113% |
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