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FCSRX vs HBLCX
FCSRX vs HBLCX Comparison
Open Charts FCSRX vs HBLCX
Fidelity Advisor Strategic Real Ret C
Price$8.17
Change-$0.21 (-2.51%)
VolumeN/A
CapitalizationN/A
Hartford Balanced Income C
Price$13.97
Change-$0.21 (-1.48%)
VolumeN/A
CapitalizationN/A
FCSRX vs HBLCX Comparison Chart
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FCSRX vs. HBLCX commentary
Dec 19, 2024
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 Sell and HBLCX is a Hold.
FUNDAMENTALS
Fundamentals
HBLCX has more cash in the bank: 11.8B vs. FCSRX (501M). 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). HBLCX annual gain was more profitable for investors over the last year : 8.03 vs. FCSRX (5.96). FCSRX return over 5 years is better than : 23.53 vs. HBLCX (10.02).
| 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 | 5.248 | 6.933 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | 500 | 2000 | 25% |
| Net Assets | 501M | 11.8B | 4% |
| Annual Yield % from dividends | 4.28 | 2.65 | 162% |
| Returns for 1 year | 5.96 | 8.03 | 74% |
| Returns for 3 years | 6.35 | 1.39 | 458% |
| Returns for 5 years | 23.53 | 10.02 | 235% |
| Returns for 10 years | 22.12 | 29.33 | 75% |
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