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FCSRX vs HBLIX
FCSRX vs HBLIX Comparison
Open Charts FCSRX vs HBLIX
Fidelity Advisor Strategic Real Ret C
Price$8.52
Change-$0.01 (-0.12%)
VolumeN/A
CapitalizationN/A
Hartford Balanced Income I
Price$15.32
Change-$0.01 (-0.07%)
VolumeN/A
CapitalizationN/A
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FCSRX vs HBLIX Comparison Chart
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FCSRX vs. HBLIX commentary
Sep 21, 2024
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 Sell and HBLIX is a Buy.
FUNDAMENTALS
Fundamentals
HBLIX has more cash in the bank: 12.8B vs. FCSRX (496M). FCSRX pays higher dividends than HBLIX: FCSRX (4.28) vs HBLIX (3.59). FCSRX was incepted earlier than HBLIX: FCSRX (19 years) vs HBLIX (15 years). HBLIX is a more actively managed with annual turnover of: 57.00 vs. FCSRX (29.00). FCSRX has a lower initial minimum investment than HBLIX: FCSRX (0) vs HBLIX (2000). HBLIX annual gain was more profitable for investors over the last year : 16.89 vs. FCSRX (8.73). FCSRX return over 5 years is better than : 24.89 vs. HBLIX (19.03).
| FCSRX | HBLIX | FCSRX / HBLIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 15 years | - |
| Gain YTD | 5.887 | 9.122 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | 500 | N/A | - |
| Net Assets | 496M | 12.8B | 4% |
| Annual Yield % from dividends | 4.28 | 3.59 | 119% |
| Returns for 1 year | 8.73 | 16.89 | 52% |
| Returns for 3 years | 9.02 | 2.27 | 398% |
| Returns for 5 years | 24.89 | 19.03 | 131% |
| Returns for 10 years | 21.34 | 42.53 | 50% |
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