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FCSRX vs HBLCX
FCSRX vs HBLCX Comparison
Open Charts FCSRX vs HBLCX
Fidelity Advisor Strategic Real Ret C
Price$8.37
Change-$0.12 (-1.41%)
VolumeN/A
Net Assets496.03M
Hartford Balanced Income C
Price$14.03
Change-$0.22 (-1.54%)
VolumeN/A
Net Assets11.99B
FCSRX vs HBLCX Comparison Chart
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FCSRX vs. HBLCX commentary
Apr 05, 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 Hold and HBLCX is a Hold.
FUNDAMENTALS
Fundamentals
HBLCX has more cash in the bank: 12B vs. FCSRX (496M). FCSRX pays higher dividends than HBLCX: FCSRX (3.75) vs HBLCX (2.64). FCSRX was incepted earlier than HBLCX: FCSRX (20 years) vs HBLCX (19 years). FCSRX (1.77) is less costly to investors than HBLCX (1.64). HBLCX is a more actively managed with annual turnover of: 61.00 vs. FCSRX (23.00). 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 : 5.98 vs. HBLCX (3.77). FCSRX return over 5 years is better than : 50.32 vs. HBLCX (24.14).
| FCSRX | HBLCX | FCSRX / HBLCX | |
| Total Expense Ratio | 1.70 | 1.64 | 104% |
| Annual Report Gross Expense Ratio | 1.77 | 1.64 | 108% |
| Fund Existence | 20 years | 19 years | - |
| Gain YTD | 3.159 | 3.081 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | 500 | 2000 | 25% |
| Net Assets | 496M | 12B | 4% |
| Annual Yield % from dividends | 3.75 | 2.64 | 142% |
| Returns for 1 year | 5.98 | 3.77 | 159% |
| Returns for 3 years | 2.24 | 1.93 | 116% |
| Returns for 5 years | 50.32 | 24.14 | 208% |
| Returns for 10 years | 25.24 | 25.82 | 98% |
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