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FCSRX vs HBLCX
FCSRX vs HBLCX Comparison
Open Charts FCSRX vs HBLCX
Fidelity Advisor Strategic Real Ret C
Price$8.51
Change-$0.01 (-0.12%)
VolumeN/A
Net Assets492.74M
Hartford Balanced Income C
Price$14.56
Change+$0.03 (+0.21%)
VolumeN/A
Net Assets11.9B
FCSRX vs HBLCX Comparison Chart in %
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FCSRX vs. HBLCX commentary
Jul 26, 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 Buy.
FUNDAMENTALS
Fundamentals
HBLCX has more cash in the bank: 11.9B vs. FCSRX (493M). FCSRX pays higher dividends than HBLCX: FCSRX (3.73) vs HBLCX (2.63). 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 : 6.60 vs. HBLCX (3.99). FCSRX return over 5 years is better than : 35.39 vs. HBLCX (10.57).
| 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 | 4.841 | 5.804 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | 500 | 2000 | 25% |
| Net Assets | 493M | 11.9B | 4% |
| Annual Yield % from dividends | 3.73 | 2.63 | 142% |
| Returns for 1 year | 6.60 | 3.99 | 165% |
| Returns for 3 years | 11.94 | 11.67 | 102% |
| Returns for 5 years | 35.39 | 10.57 | 335% |
| Returns for 10 years | 32.13 | 32.06 | 100% |
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