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FSRRX vs HBLYX
FSRRX vs HBLYX Comparison
Open Charts FSRRX vs HBLYX
Fidelity Strategic Real Return
Price$8.64
Change-$0.01 (-0.12%)
VolumeN/A
CapitalizationN/A
Hartford Balanced Income Y
Price$15.46
Change-$0.03 (-0.19%)
VolumeN/A
CapitalizationN/A
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FSRRX vs HBLYX Comparison Chart
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FSRRX vs. HBLYX commentary
Oct 18, 2024
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: 12.7B vs. FSRRX (505M). 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). HBLYX annual gain was more profitable for investors over the last year : 19.37 vs. FSRRX (10.80). FSRRX return over 5 years is better than : 31.86 vs. HBLYX (19.73).
| 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 | 7.169 | 9.613 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | 500 | N/A | - |
| Net Assets | 505M | 12.7B | 4% |
| Annual Yield % from dividends | 5.19 | 3.51 | 148% |
| Returns for 1 year | 10.80 | 19.37 | 56% |
| Returns for 3 years | 9.31 | 1.72 | 540% |
| Returns for 5 years | 31.86 | 19.73 | 161% |
| Returns for 10 years | 34.22 | 46.73 | 73% |
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