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FSRRX vs HBLAX
FSRRX vs HBLAX Comparison
Open Charts FSRRX vs HBLAX
Fidelity Strategic Real Return
Price$8.89
Change-$0.03 (-0.34%)
VolumeN/A
Net Assets500.58M
Hartford Balanced Income A
Price$15.07
Change-$0.08 (-0.53%)
VolumeN/A
Net Assets11.68B
FSRRX vs HBLAX Comparison Chart in %
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FSRRX vs. HBLAX commentary
Nov 14, 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 HBLAX is a Buy.
FUNDAMENTALS
Fundamentals
HBLAX has more cash in the bank: 11.7B vs. FSRRX (501M). FSRRX pays higher dividends than HBLAX: FSRRX (4.76) vs HBLAX (3.29). FSRRX was incepted earlier than HBLAX: FSRRX (20 years) vs HBLAX (19 years). HBLAX (0.89) is less costly to investors than FSRRX (0.77). HBLAX is a more actively managed with annual turnover of: 61.00 vs. FSRRX (23.00). FSRRX has a lower initial minimum investment than HBLAX: FSRRX (0) vs HBLAX (2000). HBLAX IRA initial investment is lower compared to FSRRX: HBLAX (2000) vs FSRRX (500). FSRRX annual gain was more profitable for investors over the last year : 9.12 vs. HBLAX (3.28). FSRRX return over 5 years is better than : 40.41 vs. HBLAX (13.61).
| FSRRX | HBLAX | FSRRX / HBLAX | |
| Total Expense Ratio | 0.70 | 0.89 | 79% |
| Annual Report Gross Expense Ratio | 0.77 | 0.89 | 87% |
| Fund Existence | 20 years | 19 years | - |
| Gain YTD | 9.600 | 9.012 | 107% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | 500 | 2000 | 25% |
| Net Assets | 501M | 11.7B | 4% |
| Annual Yield % from dividends | 4.76 | 3.29 | 145% |
| Returns for 1 year | 9.12 | 3.28 | 278% |
| Returns for 3 years | 19.56 | 18.19 | 108% |
| Returns for 5 years | 40.41 | 13.61 | 297% |
| Returns for 10 years | 58.44 | 45.05 | 130% |
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