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FCSRX vs HBLCX
FCSRX vs HBLCX Comparison
Open Charts FCSRX vs HBLCX
Fidelity Advisor Strategic Real Ret C
Price$8.62
Change-$0.09 (-1.03%)
VolumeN/A
Net Assets489.07M
Hartford Balanced Income C
Price$14.81
Change+$0.04 (+0.27%)
VolumeN/A
Net Assets11.9B
FCSRX vs HBLCX Comparison Chart in %
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FCSRX vs. HBLCX commentary
Oct 06, 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 Buy and HBLCX is a Buy.
FUNDAMENTALS
Fundamentals
HBLCX has more cash in the bank: 11.9B vs. FCSRX (489M). FCSRX pays higher dividends than HBLCX: FCSRX (3.54) vs HBLCX (2.58). 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 : 5.34 vs. HBLCX (2.17). FCSRX return over 5 years is better than : 35.74 vs. HBLCX (14.26).
| 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 | 7.479 | 8.529 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | 500 | 2000 | 25% |
| Net Assets | 489M | 11.9B | 4% |
| Annual Yield % from dividends | 3.54 | 2.58 | 137% |
| Returns for 1 year | 5.34 | 2.17 | 246% |
| Returns for 3 years | 17.55 | 19.10 | 92% |
| Returns for 5 years | 35.74 | 14.26 | 251% |
| Returns for 10 years | 37.35 | 37.95 | 98% |
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