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FSRKX vs HBLIX
FSRKX vs HBLIX Comparison
Open Charts FSRKX vs HBLIX
Fidelity Strategic Real Return K6
Price$8.87
Change-$0.01 (-0.11%)
VolumeN/A
Net Assets489.07M
Hartford Balanced Income I
Price$15.04
Change+$0.03 (+0.20%)
VolumeN/A
Net Assets11.81B
FSRKX vs HBLIX Comparison Chart in %
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FSRKX vs. HBLIX 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 HBLIX is a Hold.
FUNDAMENTALS
Fundamentals
HBLIX has more cash in the bank: 11.8B vs. FSRKX (489M). FSRKX pays higher dividends than HBLIX: FSRKX (4.60) vs HBLIX (3.51). FSRKX was incepted earlier than HBLIX: FSRKX (6 years) vs HBLIX (16 years). HBLIX (0.65) and FSRKX (0.63) have similar cost to investors . HBLIX is a more actively managed with annual turnover of: 61.00 vs. FSRKX (23.00). FSRKX has a lower initial minimum investment than HBLIX: FSRKX (0) vs HBLIX (2000). FSRKX annual gain was more profitable for investors over the last year : 7.55 vs. HBLIX (2.44). FSRKX return over 5 years is better than : 42.77 vs. HBLIX (17.32).
| FSRKX | HBLIX | FSRKX / HBLIX | |
| Total Expense Ratio | 0.51 | 0.65 | 78% |
| Annual Report Gross Expense Ratio | 0.63 | 0.65 | 97% |
| Fund Existence | 6 years | 16 years | - |
| Gain YTD | 8.724 | 8.982 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 489M | 11.8B | 4% |
| Annual Yield % from dividends | 4.60 | 3.51 | 131% |
| Returns for 1 year | 7.55 | 2.44 | 310% |
| Returns for 3 years | 23.83 | 25.08 | 95% |
| Returns for 5 years | 42.77 | 17.32 | 247% |
| Returns for 10 years | N/A | 48.34 | - |
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