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FSRRX vs HBLYX
FSRRX vs HBLYX Comparison
Open Charts FSRRX vs HBLYX
Fidelity Strategic Real Return
Price$8.64
Change-$0.04 (-0.46%)
VolumeN/A
Net Assets487.18M
Hartford Balanced Income Y
Price$14.82
Change-$0.02 (-0.13%)
VolumeN/A
Net Assets12.12B
FSRRX vs HBLYX Comparison Chart
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FSRRX vs. HBLYX commentary
Feb 23, 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: 12.1B vs. FSRRX (487M). FSRRX pays higher dividends than HBLYX: FSRRX (5.19) vs HBLYX (3.51). FSRRX was incepted earlier than HBLYX: FSRRX (19 years) vs HBLYX (19 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). FSRRX annual gain was more profitable for investors over the last year : 9.52 vs. HBLYX (6.80). FSRRX return over 5 years is better than : 31.79 vs. HBLYX (10.09).
| FSRRX | HBLYX | FSRRX / HBLYX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 19 years | - |
| Gain YTD | 2.735 | 2.988 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | 500 | N/A | - |
| Net Assets | 487M | 12.1B | 4% |
| Annual Yield % from dividends | 5.19 | 3.51 | 148% |
| Returns for 1 year | 9.52 | 6.80 | 140% |
| Returns for 3 years | 9.93 | 5.40 | 184% |
| Returns for 5 years | 31.79 | 10.09 | 315% |
| Returns for 10 years | 38.35 | 36.83 | 104% |
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