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FSRRX vs HBLYX
FSRRX vs HBLYX Comparison
Open Charts FSRRX vs HBLYX
Fidelity Strategic Real Return
Price$8.96
Change+$0.03 (+0.34%)
VolumeN/A
Net Assets505.26M
Hartford Balanced Income Y
Price$15.53
Change+$0.10 (+0.65%)
VolumeN/A
Net Assets11.75B
FSRRX vs HBLYX Comparison Chart in %
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FSRRX vs. HBLYX 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 HBLYX is a Hold.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 11.8B vs. FSRRX (505M). FSRRX pays higher dividends than HBLYX: FSRRX (4.69) vs HBLYX (3.38). FSRRX was incepted earlier than HBLYX: FSRRX (20 years) vs HBLYX (19 years). FSRRX (0.77) is less costly to investors than HBLYX (0.67). HBLYX is a more actively managed with annual turnover of: 61.00 vs. FSRRX (23.00). FSRRX has a lower initial minimum investment than HBLYX: FSRRX (0) vs HBLYX (250000). FSRRX annual gain was more profitable for investors over the last year : 8.10 vs. HBLYX (2.92). FSRRX return over 5 years is better than : 38.88 vs. HBLYX (13.86).
| FSRRX | HBLYX | FSRRX / HBLYX | |
| Total Expense Ratio | 0.70 | 0.67 | 104% |
| Annual Report Gross Expense Ratio | 0.77 | 0.67 | 115% |
| Fund Existence | 20 years | 19 years | - |
| Gain YTD | 9.846 | 10.118 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | 500 | N/A | - |
| Net Assets | 505M | 11.8B | 4% |
| Annual Yield % from dividends | 4.69 | 3.38 | 139% |
| Returns for 1 year | 8.10 | 2.92 | 277% |
| Returns for 3 years | 18.86 | 15.62 | 121% |
| Returns for 5 years | 38.88 | 13.86 | 281% |
| Returns for 10 years | 58.61 | 48.85 | 120% |
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