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FCSRX vs HBLCX
FCSRX vs HBLCX Comparison
Open Charts FCSRX vs HBLCX
Fidelity Advisor Strategic Real Ret C
Price$8.35
Change+$0.01 (+0.12%)
VolumeN/A
Net Assets479.95M
Hartford Balanced Income C
Price$14.10
Change+$0.03 (+0.21%)
VolumeN/A
Net Assets12.1B
FCSRX vs HBLCX Comparison Chart
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FCSRX vs. HBLCX commentary
Jan 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 FCSRX is a StrongBuy and HBLCX is a Buy.
FUNDAMENTALS
Fundamentals
HBLCX has more cash in the bank: 12.1B vs. FCSRX (480M). FCSRX pays higher dividends than HBLCX: FCSRX (4.28) vs HBLCX (2.65). FCSRX was incepted earlier than HBLCX: FCSRX (19 years) vs HBLCX (18 years). HBLCX is a more actively managed with annual turnover of: 57.00 vs. FCSRX (29.00). FCSRX has a lower initial minimum investment than HBLCX: FCSRX (0) vs HBLCX (2000). HBLCX IRA initial investment is lower compared to FCSRX: HBLCX (2000) vs FCSRX (500). FCSRX annual gain was more profitable for investors over the last year : 7.87 vs. HBLCX (5.09). FCSRX return over 5 years is better than : 23.59 vs. HBLCX (4.44).
| FCSRX | HBLCX | FCSRX / HBLCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 18 years | - |
| Gain YTD | 1.458 | 1.293 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | 500 | 2000 | 25% |
| Net Assets | 480M | 12.1B | 4% |
| Annual Yield % from dividends | 4.28 | 2.65 | 162% |
| Returns for 1 year | 7.87 | 5.09 | 155% |
| Returns for 3 years | 5.65 | -2.03 | -279% |
| Returns for 5 years | 23.59 | 4.44 | 531% |
| Returns for 10 years | 23.32 | 24.83 | 94% |
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