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FSRRX vs HBLYX
FSRRX vs HBLYX Comparison
Open Charts FSRRX vs HBLYX
Fidelity Strategic Real Return
Price$8.66
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets480.98M
Hartford Balanced Income Y
Price$15.10
Change+$0.08 (+0.53%)
VolumeN/A
Net Assets11.83B
FSRRX vs HBLYX Comparison Chart in %
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FSRRX vs. HBLYX commentary
Aug 13, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 11.8B vs. FSRRX (481M). FSRRX pays higher dividends than HBLYX: FSRRX (4.60) 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 : 6.43 vs. HBLYX (4.68). FSRRX return over 5 years is better than : 38.53 vs. HBLYX (15.12).
| 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 | 4.797 | 6.278 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | 500 | N/A | - |
| Net Assets | 481M | 11.8B | 4% |
| Annual Yield % from dividends | 4.60 | 3.51 | 131% |
| Returns for 1 year | 6.43 | 4.68 | 137% |
| Returns for 3 years | 10.47 | 11.25 | 93% |
| Returns for 5 years | 38.53 | 15.12 | 255% |
| Returns for 10 years | 46.27 | 43.94 | 105% |
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