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FSRRX vs HBLYX
FSRRX vs HBLYX Comparison
Open Charts FSRRX vs HBLYX
Fidelity Strategic Real Return
Price$8.83
Change-$0.01 (-0.11%)
VolumeN/A
Net Assets489.07M
Hartford Balanced Income Y
Price$15.28
Change+$0.04 (+0.26%)
VolumeN/A
Net Assets11.81B
FSRRX vs HBLYX Comparison Chart in %
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FSRRX vs. HBLYX 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 HBLYX is a Hold.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 11.8B vs. FSRRX (489M). FSRRX pays higher dividends than HBLYX: FSRRX (4.45) vs HBLYX (3.44). 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 : 7.27 vs. HBLYX (2.51). FSRRX return over 5 years is better than : 41.38 vs. HBLYX (17.35).
| 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 | 8.494 | 9.048 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | 500 | N/A | - |
| Net Assets | 489M | 11.8B | 4% |
| Annual Yield % from dividends | 4.45 | 3.44 | 129% |
| Returns for 1 year | 7.27 | 2.51 | 289% |
| Returns for 3 years | 23.07 | 25.18 | 92% |
| Returns for 5 years | 41.38 | 17.35 | 238% |
| Returns for 10 years | 52.29 | 48.84 | 107% |
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