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FCSRX vs HBLCX
FCSRX vs HBLCX Comparison
Open Charts FCSRX vs HBLCX
Fidelity Advisor Strategic Real Ret C
Price$8.29
Change+$0.04 (+0.48%)
VolumeN/A
Net Assets496.03M
Hartford Balanced Income C
Price$13.95
Change+$0.12 (+0.87%)
VolumeN/A
Net Assets11.55B
FCSRX vs HBLCX Comparison Chart
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FCSRX vs. HBLCX commentary
Apr 25, 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: 11.5B 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 : 4.22 vs. HBLCX (2.30). FCSRX return over 5 years is better than : 40.21 vs. HBLCX (12.10).
| 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 | 0.664 | 0.043 | 1,553% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | 500 | 2000 | 25% |
| Net Assets | 496M | 11.5B | 4% |
| Annual Yield % from dividends | 3.75 | 2.64 | 142% |
| Returns for 1 year | 4.22 | 2.30 | 183% |
| Returns for 3 years | 1.03 | 2.02 | 51% |
| Returns for 5 years | 40.21 | 12.10 | 332% |
| Returns for 10 years | 21.94 | 20.94 | 105% |
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