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FSRRX vs HBLYX
FSRRX vs HBLYX Comparison
Open Charts FSRRX vs HBLYX
Fidelity Strategic Real Return
Price$8.89
Change-$0.03 (-0.34%)
VolumeN/A
Net Assets482.75M
Hartford Balanced Income Y
Price$15.37
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets11.96B
FSRRX vs HBLYX Comparison Chart in %
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FSRRX vs. HBLYX commentary
Sep 18, 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 Hold.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 12B vs. FSRRX (483M). FSRRX pays higher dividends than HBLYX: FSRRX (4.50) vs HBLYX (3.43). 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 : 7.35 vs. HBLYX (2.64). FSRRX return over 5 years is better than : 40.94 vs. HBLYX (18.04).
| 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 | 7.943 | 8.684 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | 500 | N/A | - |
| Net Assets | 483M | 12B | 4% |
| Annual Yield % from dividends | 4.50 | 3.43 | 131% |
| Returns for 1 year | 7.35 | 2.64 | 279% |
| Returns for 3 years | 18.73 | 20.08 | 93% |
| Returns for 5 years | 40.94 | 18.04 | 227% |
| Returns for 10 years | 52.76 | 51.58 | 102% |
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