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FSRRX vs HBLCX
FSRRX vs HBLCX Comparison
Open Charts FSRRX vs HBLCX
Fidelity Strategic Real Return
Price$8.83
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 Assets11.81B
FSRRX vs HBLCX Comparison Chart in %
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FSRRX vs. HBLCX commentary
Oct 19, 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 HBLCX is a Hold.
FUNDAMENTALS
Fundamentals
HBLCX has more cash in the bank: 11.8B vs. FSRRX (489M). FSRRX pays higher dividends than HBLCX: FSRRX (4.45) vs HBLCX (2.58). FSRRX was incepted earlier than HBLCX: FSRRX (20 years) vs HBLCX (19 years). HBLCX (1.64) is less costly to investors than FSRRX (0.77). HBLCX is a more actively managed with annual turnover of: 61.00 vs. FSRRX (23.00). FSRRX has a lower initial minimum investment than HBLCX: FSRRX (0) vs HBLCX (2000). HBLCX IRA initial investment is lower compared to FSRRX: HBLCX (2000) vs FSRRX (500). FSRRX annual gain was more profitable for investors over the last year : 7.27 vs. HBLCX (1.35). FSRRX return over 5 years is better than : 41.38 vs. HBLCX (11.49).
| FSRRX | HBLCX | FSRRX / HBLCX | |
| Total Expense Ratio | 0.70 | 1.64 | 43% |
| Annual Report Gross Expense Ratio | 0.77 | 1.64 | 47% |
| Fund Existence | 20 years | 19 years | - |
| Gain YTD | 8.494 | 8.089 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | 500 | 2000 | 25% |
| Net Assets | 489M | 11.8B | 4% |
| Annual Yield % from dividends | 4.45 | 2.58 | 172% |
| Returns for 1 year | 7.27 | 1.35 | 540% |
| Returns for 3 years | 23.07 | 21.22 | 109% |
| Returns for 5 years | 41.38 | 11.49 | 360% |
| Returns for 10 years | 52.29 | 35.29 | 148% |
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