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FSRRX vs HBLTX
FSRRX vs HBLTX Comparison
Open Charts FSRRX vs HBLTX
Fidelity Strategic Real Return
Price$8.88
Change+$0.01 (+0.11%)
VolumeN/A
Net Assets505.26M
Hartford Balanced Income R5
Price$14.86
Change+$0.04 (+0.27%)
VolumeN/A
Net Assets11.68B
FSRRX vs HBLTX Comparison Chart in %
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FSRRX vs. HBLTX commentary
Dec 27, 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 HBLTX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLTX has more cash in the bank: 11.7B vs. FSRRX (505M). FSRRX pays higher dividends than HBLTX: FSRRX (4.69) vs HBLTX (3.41). FSRRX was incepted earlier than HBLTX: FSRRX (20 years) vs HBLTX (16 years). FSRRX (0.77) is less costly to investors than HBLTX (0.66). HBLTX is a more actively managed with annual turnover of: 61.00 vs. FSRRX (29.00). FSRRX (0) and HBLTX (0) have matching initial minimum investment requirements. FSRRX annual gain was more profitable for investors over the last year : 9.24 vs. HBLTX (6.62). FSRRX return over 5 years is better than : 36.04 vs. HBLTX (11.08).
| FSRRX | HBLTX | FSRRX / HBLTX | |
| Total Expense Ratio | 0.70 | 0.66 | 106% |
| Annual Report Gross Expense Ratio | 0.77 | 0.66 | 117% |
| Fund Existence | 20 years | 16 years | - |
| Gain YTD | 9.108 | 6.889 | 132% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | 500 | N/A | - |
| Net Assets | 505M | 11.7B | 4% |
| Annual Yield % from dividends | 4.69 | 3.41 | 138% |
| Returns for 1 year | 9.24 | 6.62 | 139% |
| Returns for 3 years | 20.49 | 18.06 | 113% |
| Returns for 5 years | 36.04 | 11.08 | 325% |
| Returns for 10 years | 60.18 | 47.66 | 126% |
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