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FCSRX vs HBLAX
FCSRX vs HBLAX Comparison
Open Charts FCSRX vs HBLAX
Fidelity Advisor Strategic Real Ret C
Price$8.53
Change-$0.01 (-0.12%)
VolumeN/A
Net Assets488.05M
Hartford Balanced Income A
Price$14.60
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets11.77B
FCSRX vs HBLAX Comparison Chart in %
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FCSRX vs. HBLAX commentary
Jun 22, 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 FCSRX is a StrongBuy and HBLAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLAX has more cash in the bank: 11.8B vs. FCSRX (488M). FCSRX pays higher dividends than HBLAX: FCSRX (3.79) vs HBLAX (3.37). FCSRX was incepted earlier than HBLAX: FCSRX (20 years) vs HBLAX (19 years). FCSRX (1.77) is less costly to investors than HBLAX (0.89). HBLAX is a more actively managed with annual turnover of: 61.00 vs. FCSRX (23.00). FCSRX has a lower initial minimum investment than HBLAX: FCSRX (0) vs HBLAX (2000). HBLAX IRA initial investment is lower compared to FCSRX: HBLAX (2000) vs FCSRX (500). FCSRX annual gain was more profitable for investors over the last year : 5.96 vs. HBLAX (4.30). FCSRX return over 5 years is better than : 37.03 vs. HBLAX (14.85).
| FCSRX | HBLAX | FCSRX / HBLAX | |
| Total Expense Ratio | 1.70 | 0.89 | 191% |
| Annual Report Gross Expense Ratio | 1.77 | 0.89 | 199% |
| Fund Existence | 20 years | 19 years | - |
| Gain YTD | 4.080 | 3.871 | 105% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | 500 | 2000 | 25% |
| Net Assets | 488M | 11.8B | 4% |
| Annual Yield % from dividends | 3.79 | 3.37 | 113% |
| Returns for 1 year | 5.96 | 4.30 | 139% |
| Returns for 3 years | 11.02 | 15.73 | 70% |
| Returns for 5 years | 37.03 | 14.85 | 249% |
| Returns for 10 years | 28.65 | 36.10 | 79% |
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