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FSRRX vs HBLYX
FSRRX vs HBLYX Comparison
Open Charts FSRRX vs HBLYX
Fidelity Strategic Real Return
Price$8.57
Change-$0.02 (-0.23%)
VolumeN/A
Net Assets488.57M
Hartford Balanced Income Y
Price$14.79
Change-$0.03 (-0.20%)
VolumeN/A
Net Assets12.06B
FSRRX vs HBLYX Comparison Chart
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FSRRX vs. HBLYX commentary
Mar 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 StrongBuy and HBLYX is a Buy.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 12.1B vs. FSRRX (489M). FSRRX pays higher dividends than HBLYX: FSRRX (4.69) vs HBLYX (3.48). 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 : 7.20 vs. HBLYX (5.41). FSRRX return over 5 years is better than : 35.20 vs. HBLYX (14.15).
| 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 | 2.140 | 2.988 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | 500 | N/A | - |
| Net Assets | 489M | 12.1B | 4% |
| Annual Yield % from dividends | 4.69 | 3.48 | 135% |
| Returns for 1 year | 7.20 | 5.41 | 133% |
| Returns for 3 years | 4.69 | 7.54 | 62% |
| Returns for 5 years | 35.20 | 14.15 | 249% |
| Returns for 10 years | 39.39 | 39.87 | 99% |
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