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FSRRX vs HBLIX
FSRRX vs HBLIX Comparison
Open Charts FSRRX vs HBLIX
Fidelity Strategic Real Return
Price$8.96
Change+$0.03 (+0.34%)
VolumeN/A
Net Assets505.26M
Hartford Balanced Income I
Price$15.29
Change+$0.10 (+0.66%)
VolumeN/A
Net Assets11.75B
FSRRX vs HBLIX Comparison Chart in %
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FSRRX vs. HBLIX commentary
Dec 04, 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 (505M). FSRRX pays higher dividends than HBLIX: FSRRX (4.69) vs HBLIX (3.45). 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 : 8.10 vs. HBLIX (2.85). FSRRX return over 5 years is better than : 38.88 vs. HBLIX (13.79).
| 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 | 9.846 | 10.069 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | 500 | N/A | - |
| Net Assets | 505M | 11.8B | 4% |
| Annual Yield % from dividends | 4.69 | 3.45 | 136% |
| Returns for 1 year | 8.10 | 2.85 | 284% |
| Returns for 3 years | 18.86 | 15.58 | 121% |
| Returns for 5 years | 38.88 | 13.79 | 282% |
| Returns for 10 years | 58.61 | 48.37 | 121% |
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