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FSRRX vs HBLYX
FSRRX vs HBLYX Comparison
Open Charts FSRRX vs HBLYX
Fidelity Strategic Real Return
Price$8.54
Change+$0.01 (+0.12%)
VolumeN/A
Net Assets479.95M
Hartford Balanced Income Y
Price$14.60
Change+$0.04 (+0.27%)
VolumeN/A
Net Assets12.1B
FSRRX vs HBLYX Comparison Chart
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FSRRX vs. HBLYX commentary
Jan 19, 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 Buy.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 12.1B vs. FSRRX (480M). 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). FSRRX annual gain was more profitable for investors over the last year : 8.91 vs. HBLYX (6.32). FSRRX return over 5 years is better than : 29.95 vs. HBLYX (9.52).
| FSRRX | HBLYX | FSRRX / HBLYX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 18 years | - |
| Gain YTD | 1.546 | 1.459 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | 500 | N/A | - |
| Net Assets | 480M | 12.1B | 4% |
| Annual Yield % from dividends | 5.19 | 3.51 | 148% |
| Returns for 1 year | 8.91 | 6.32 | 141% |
| Returns for 3 years | 8.77 | 1.17 | 750% |
| Returns for 5 years | 29.95 | 9.52 | 315% |
| Returns for 10 years | 36.60 | 36.78 | 100% |
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