Interact to see
Advertisement
Advertisement
FSRRX vs HBLYX
FSRRX vs HBLYX Comparison
Open Charts FSRRX vs HBLYX
Fidelity Strategic Real Return
Price$8.68
Change+$0.01 (+0.12%)
VolumeN/A
Net Assets492.74M
Hartford Balanced Income Y
Price$14.92
Change+$0.02 (+0.13%)
VolumeN/A
Net Assets11.82B
FSRRX vs HBLYX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FSRRX vs. HBLYX commentary
Jul 21, 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 HBLYX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 11.8B vs. FSRRX (493M). FSRRX pays higher dividends than HBLYX: FSRRX (4.66) vs HBLYX (3.51). FSRRX was incepted earlier than HBLYX: FSRRX (20 years) vs HBLYX (19 years). FSRRX (0.77) is less costly to investors than HBLYX (0.67). HBLYX is a more actively managed with annual turnover of: 61.00 vs. FSRRX (23.00). FSRRX has a lower initial minimum investment than HBLYX: FSRRX (0) vs HBLYX (250000). FSRRX annual gain was more profitable for investors over the last year : 6.30 vs. HBLYX (3.36). FSRRX return over 5 years is better than : 42.90 vs. HBLYX (15.96).
| FSRRX | HBLYX | FSRRX / HBLYX | |
| Total Expense Ratio | 0.70 | 0.67 | 104% |
| Annual Report Gross Expense Ratio | 0.77 | 0.67 | 115% |
| Fund Existence | 20 years | 19 years | - |
| Gain YTD | 5.039 | 5.571 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | 500 | N/A | - |
| Net Assets | 493M | 11.8B | 4% |
| Annual Yield % from dividends | 4.66 | 3.51 | 133% |
| Returns for 1 year | 6.30 | 3.36 | 187% |
| Returns for 3 years | 16.44 | 15.74 | 104% |
| Returns for 5 years | 42.90 | 15.96 | 269% |
| Returns for 10 years | 44.14 | 42.99 | 103% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers