Interact to see
Advertisement
Advertisement
FSRKX vs HBLCX
FSRKX vs HBLCX Comparison
Open Charts FSRKX vs HBLCX
Fidelity Strategic Real Return K6
Price$8.87
Change-$0.01 (-0.11%)
VolumeN/A
Net Assets489.07M
Hartford Balanced Income C
Price$14.75
Change+$0.03 (+0.20%)
VolumeN/A
Net Assets11.79B
FSRKX vs HBLCX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FSRKX vs. HBLCX commentary
Oct 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 FSRKX is a StrongBuy and HBLCX is a Hold.
FUNDAMENTALS
Fundamentals
HBLCX has more cash in the bank: 11.8B vs. FSRKX (489M). FSRKX pays higher dividends than HBLCX: FSRKX (4.60) vs HBLCX (2.58). FSRKX was incepted earlier than HBLCX: FSRKX (6 years) vs HBLCX (19 years). HBLCX (1.64) is less costly to investors than FSRKX (0.63). HBLCX is a more actively managed with annual turnover of: 61.00 vs. FSRKX (23.00). FSRKX has a lower initial minimum investment than HBLCX: FSRKX (0) vs HBLCX (2000). FSRKX annual gain was more profitable for investors over the last year : 7.55 vs. HBLCX (1.35). FSRKX return over 5 years is better than : 42.77 vs. HBLCX (11.49).
| FSRKX | HBLCX | FSRKX / HBLCX | |
| Total Expense Ratio | 0.51 | 1.64 | 31% |
| Annual Report Gross Expense Ratio | 0.63 | 1.64 | 38% |
| Fund Existence | 6 years | 19 years | - |
| Gain YTD | 8.724 | 8.089 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | 2000 | - |
| Net Assets | 489M | 11.8B | 4% |
| Annual Yield % from dividends | 4.60 | 2.58 | 178% |
| Returns for 1 year | 7.55 | 1.35 | 561% |
| Returns for 3 years | 23.83 | 21.22 | 112% |
| Returns for 5 years | 42.77 | 11.49 | 372% |
| Returns for 10 years | N/A | 35.29 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| HEQT | 31.31 | 0.12 | +0.38% |
| Simplify Hedged Equity ETF | |||
| VTEC | 100.38 | 0.14 | +0.14% |
| Vanguard California Tax-Exempt Bond ETF | |||
| TLTP | 23.09 | 0.01 | +0.03% |
| Amplify Bloomberg U.S.Trs 12% Prm IncETF | |||
| LCR | 37.86 | -0.02 | -0.05% |
| Leuthold Core ETF | |||
| EVAV | 28.67 | -0.92 | -3.10% |
| Direxion Dl Elctrc&Atnms vhcls Bull2XETF | |||