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FSRRX vs HBLYX
FSRRX vs HBLYX Comparison
Open Charts FSRRX vs HBLYX
Fidelity Strategic Real Return
Price$8.23
Change-$0.08 (-0.96%)
VolumeN/A
Net Assets496.03M
Hartford Balanced Income Y
Price$14.05
Change-$0.19 (-1.33%)
VolumeN/A
Net Assets11.55B
FSRRX vs HBLYX Comparison Chart
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FSRRX vs. HBLYX commentary
Apr 11, 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 HBLYX is a Hold.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 11.6B vs. FSRRX (496M). FSRRX pays higher dividends than HBLYX: FSRRX (4.67) vs HBLYX (3.53). 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 : 2.97 vs. HBLYX (2.39). FSRRX return over 5 years is better than : 42.91 vs. HBLYX (17.83).
| 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 | -0.517 | -0.127 | 407% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | 500 | N/A | - |
| Net Assets | 496M | 11.6B | 4% |
| Annual Yield % from dividends | 4.67 | 3.53 | 132% |
| Returns for 1 year | 2.97 | 2.39 | 124% |
| Returns for 3 years | 1.78 | 3.22 | 55% |
| Returns for 5 years | 42.91 | 17.83 | 241% |
| Returns for 10 years | 34.42 | 32.68 | 105% |
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