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FSRRX vs HBLYX
FSRRX vs HBLYX Comparison
Open Charts FSRRX vs HBLYX
Fidelity Strategic Real Return
Price$8.57
Change+$0.03 (+0.35%)
VolumeN/A
Net Assets488.39M
Hartford Balanced Income Y
Price$14.52
Change-$0.07 (-0.48%)
VolumeN/A
Net Assets11.71B
FSRRX vs HBLYX Comparison Chart
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FSRRX vs. HBLYX commentary
May 15, 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 Buy and HBLYX is a Buy.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 11.7B vs. FSRRX (488M). FSRRX pays higher dividends than HBLYX: FSRRX (4.78) vs HBLYX (3.57). 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 : 4.82 vs. HBLYX (3.40). FSRRX return over 5 years is better than : 49.05 vs. HBLYX (21.84).
| 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 | 2.237 | 2.608 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | 500 | N/A | - |
| Net Assets | 488M | 11.7B | 4% |
| Annual Yield % from dividends | 4.78 | 3.57 | 134% |
| Returns for 1 year | 4.82 | 3.40 | 142% |
| Returns for 3 years | 8.50 | 10.06 | 84% |
| Returns for 5 years | 49.05 | 21.84 | 225% |
| Returns for 10 years | 36.33 | 35.82 | 101% |
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