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FSRRX vs HBLIX
FSRRX vs HBLIX Comparison
Open Charts FSRRX vs HBLIX
Fidelity Strategic Real Return
Price$8.83
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
FSRRX vs HBLIX Comparison Chart in %
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FSRRX vs. HBLIX 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 HBLIX is a Hold.
FUNDAMENTALS
Fundamentals
HBLIX has more cash in the bank: 11.8B vs. FSRRX (489M). FSRRX pays higher dividends than HBLIX: FSRRX (4.45) vs HBLIX (3.51). FSRRX was incepted earlier than HBLIX: FSRRX (20 years) vs HBLIX (16 years). FSRRX (0.77) is less costly to investors than HBLIX (0.65). HBLIX is a more actively managed with annual turnover of: 61.00 vs. FSRRX (23.00). FSRRX has a lower initial minimum investment than HBLIX: FSRRX (0) vs HBLIX (2000). FSRRX annual gain was more profitable for investors over the last year : 7.27 vs. HBLIX (2.44). FSRRX return over 5 years is better than : 41.38 vs. HBLIX (17.32).
| FSRRX | HBLIX | FSRRX / HBLIX | |
| Total Expense Ratio | 0.70 | 0.65 | 108% |
| Annual Report Gross Expense Ratio | 0.77 | 0.65 | 118% |
| Fund Existence | 20 years | 16 years | - |
| Gain YTD | 8.494 | 8.982 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | 500 | N/A | - |
| Net Assets | 489M | 11.8B | 4% |
| Annual Yield % from dividends | 4.45 | 3.51 | 127% |
| Returns for 1 year | 7.27 | 2.44 | 298% |
| Returns for 3 years | 23.07 | 25.08 | 92% |
| Returns for 5 years | 41.38 | 17.32 | 239% |
| Returns for 10 years | 52.29 | 48.34 | 108% |
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