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FSRRX vs HBLYX
FSRRX vs HBLYX Comparison
Open Charts FSRRX vs HBLYX
Fidelity Strategic Real Return
Price$8.74
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets488.05M
Hartford Balanced Income Y
Price$14.82
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets11.76B
FSRRX vs HBLYX Comparison Chart in %
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FSRRX vs. HBLYX commentary
Jun 20, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 11.8B vs. FSRRX (488M). FSRRX pays higher dividends than HBLYX: FSRRX (4.73) vs HBLYX (3.53). 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 : 7.15 vs. HBLYX (4.60). FSRRX return over 5 years is better than : 44.14 vs. HBLYX (16.13).
| 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 | 4.631 | 3.941 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | 500 | N/A | - |
| Net Assets | 488M | 11.8B | 4% |
| Annual Yield % from dividends | 4.73 | 3.53 | 134% |
| Returns for 1 year | 7.15 | 4.60 | 156% |
| Returns for 3 years | 14.84 | 17.45 | 85% |
| Returns for 5 years | 44.14 | 16.13 | 274% |
| Returns for 10 years | 42.16 | 39.29 | 107% |
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