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FCSRX vs HBLCX
FCSRX vs HBLCX Comparison
Open Charts FCSRX vs HBLCX
Fidelity Advisor Strategic Real Ret C
Price$8.44
Change-$0.04 (-0.47%)
VolumeN/A
Net Assets487.18M
Hartford Balanced Income C
Price$14.31
Change-$0.02 (-0.14%)
VolumeN/A
Net Assets12.12B
FCSRX vs HBLCX Comparison Chart
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FCSRX vs. HBLCX commentary
Feb 23, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
HBLCX has more cash in the bank: 12.1B vs. FCSRX (487M). FCSRX pays higher dividends than HBLCX: FCSRX (4.28) vs HBLCX (2.65). FCSRX was incepted earlier than HBLCX: FCSRX (19 years) vs HBLCX (19 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 : 8.49 vs. HBLCX (5.66). FCSRX return over 5 years is better than : 25.37 vs. HBLCX (5.01).
| FCSRX | HBLCX | FCSRX / HBLCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 19 years | - |
| Gain YTD | 2.552 | 2.802 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | 500 | 2000 | 25% |
| Net Assets | 487M | 12.1B | 4% |
| Annual Yield % from dividends | 4.28 | 2.65 | 162% |
| Returns for 1 year | 8.49 | 5.66 | 150% |
| Returns for 3 years | 6.67 | 2.13 | 313% |
| Returns for 5 years | 25.37 | 5.01 | 507% |
| Returns for 10 years | 25.06 | 25.01 | 100% |
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