FSRRX
Price
$8.35
Change
-$0.23 (-2.68%)
Updated
Dec 18 closing price
HBLYX
Price
$14.48
Change
-$0.22 (-1.50%)
Updated
Dec 18 closing price
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FSRRX vs HBLYX

Header iconFSRRX vs HBLYX Comparison
Open Charts FSRRX vs HBLYXBanner chart's image
Fidelity Strategic Real Return
Price$8.35
Change-$0.23 (-2.68%)
VolumeN/A
CapitalizationN/A
Hartford Balanced Income Y
Price$14.48
Change-$0.22 (-1.50%)
VolumeN/A
CapitalizationN/A
FSRRX vs HBLYX Comparison Chart
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VS
FSRRX vs. HBLYX 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 HBLYX is a Hold.

FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 11.8B vs. FSRRX (501M). FSRRX pays higher dividends than HBLYX: FSRRX (5.19) vs HBLYX (3.51). FSRRX was incepted earlier than HBLYX: FSRRX (19 years) vs HBLYX (18 years). HBLYX is a more actively managed with annual turnover of: 57.00 vs. FSRRX (29.00). FSRRX has a lower initial minimum investment than HBLYX: FSRRX (0) vs HBLYX (250000). HBLYX annual gain was more profitable for investors over the last year : 9.02 vs. FSRRX (7.02). FSRRX return over 5 years is better than : 29.72 vs. HBLYX (15.15).
FSRRXHBLYXFSRRX / HBLYX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence19 years18 years-
Gain YTD6.3027.84480%
Front LoadN/AN/A-
Min. Initial Investment0250000-
Min. Initial Investment IRA500N/A-
Net Assets501M11.8B4%
Annual Yield % from dividends5.193.51148%
Returns for 1 year7.029.0278%
Returns for 3 years9.494.49211%
Returns for 5 years29.7215.15196%
Returns for 10 years35.1141.4285%
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