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FCSRX vs HBLCX
FCSRX vs HBLCX Comparison
Open Charts FCSRX vs HBLCX
Fidelity Advisor Strategic Real Ret C
Price$8.66
Change+$0.02 (+0.23%)
VolumeN/A
Net Assets500.58M
Hartford Balanced Income C
Price$14.67
Change-$0.03 (-0.20%)
VolumeN/A
Net Assets11.59B
FCSRX vs HBLCX Comparison Chart in %
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FCSRX vs. HBLCX commentary
Nov 20, 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: 11.6B vs. FCSRX (501M). FCSRX pays higher dividends than HBLCX: FCSRX (3.85) vs HBLCX (2.59). 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 : 6.70 vs. HBLCX (2.23). FCSRX return over 5 years is better than : 32.36 vs. HBLCX (8.25).
| 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 | 7.977 | 7.723 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | 500 | 2000 | 25% |
| Net Assets | 501M | 11.6B | 4% |
| Annual Yield % from dividends | 3.85 | 2.59 | 149% |
| Returns for 1 year | 6.70 | 2.23 | 300% |
| Returns for 3 years | 16.53 | 13.75 | 120% |
| Returns for 5 years | 32.36 | 8.25 | 392% |
| Returns for 10 years | 42.23 | 33.50 | 126% |
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