Ad is loading...
FCSRX vs HBLIX
FCSRX vs HBLIX Comparison
Open Charts FCSRX vs HBLIX
Fidelity Advisor Strategic Real Ret C
Price$8.28
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets488.39M
Hartford Balanced Income I
Price$14.24
Change-$0.05 (-0.35%)
VolumeN/A
Net Assets11.68B
FCSRX vs HBLIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FCSRX vs. HBLIX commentary
May 02, 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 HBLIX is a Buy.
FUNDAMENTALS
Fundamentals
HBLIX has more cash in the bank: 11.7B vs. FCSRX (488M). FCSRX (3.83) and HBLIX (3.65) have matching dividends . FCSRX was incepted earlier than HBLIX: FCSRX (20 years) vs HBLIX (15 years). FCSRX (1.77) is less costly to investors than HBLIX (0.65). HBLIX is a more actively managed with annual turnover of: 61.00 vs. FCSRX (23.00). FCSRX has a lower initial minimum investment than HBLIX: FCSRX (0) vs HBLIX (2000). FCSRX annual gain was more profitable for investors over the last year : 4.99 vs. HBLIX (4.72). FCSRX return over 5 years is better than : 40.33 vs. HBLIX (19.93).
| FCSRX | HBLIX | FCSRX / HBLIX | |
| Total Expense Ratio | 1.70 | 0.65 | 262% |
| Annual Report Gross Expense Ratio | 1.77 | 0.65 | 272% |
| Fund Existence | 20 years | 15 years | - |
| Gain YTD | 1.030 | 1.724 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | 500 | N/A | - |
| Net Assets | 488M | 11.7B | 4% |
| Annual Yield % from dividends | 3.83 | 3.65 | 105% |
| Returns for 1 year | 4.99 | 4.72 | 106% |
| Returns for 3 years | 2.70 | 8.95 | 30% |
| Returns for 5 years | 40.33 | 19.93 | 202% |
| Returns for 10 years | 22.80 | 34.62 | 66% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| FCOM | 56.17 | 0.62 | +1.12% |
| Fidelity MSCI Communication ServicesETF | |||
| UCRD | 21.08 | 0.05 | +0.25% |
| VictoryShares Corporate Bond ETF | |||
| HIO | 3.83 | N/A | N/A |
| Western Asset High Income Opportunity Fund | |||
| DIVS | 29.10 | -0.07 | -0.24% |
| SmartETFs Dividend Builder ETF | |||
| EARN | 5.36 | -0.10 | -1.83% |
| Ellington Credit Company | |||