Interact to see
Advertisement
Advertisement
FCSRX vs HBLIX
FCSRX vs HBLIX Comparison
Open Charts FCSRX vs HBLIX
Fidelity Advisor Strategic Real Ret C
Price$8.53
Change-$0.01 (-0.12%)
VolumeN/A
Net Assets488.05M
Hartford Balanced Income I
Price$14.61
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets11.77B
FCSRX vs HBLIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FCSRX vs. HBLIX commentary
Jun 22, 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 HBLIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLIX has more cash in the bank: 11.8B vs. FCSRX (488M). FCSRX pays higher dividends than HBLIX: FCSRX (3.79) vs HBLIX (3.60). 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 : 5.96 vs. HBLIX (4.55). FCSRX return over 5 years is better than : 37.03 vs. HBLIX (16.21).
| 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 | 4.080 | 4.002 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | 500 | N/A | - |
| Net Assets | 488M | 11.8B | 4% |
| Annual Yield % from dividends | 3.79 | 3.60 | 105% |
| Returns for 1 year | 5.96 | 4.55 | 131% |
| Returns for 3 years | 11.02 | 16.57 | 67% |
| Returns for 5 years | 37.03 | 16.21 | 228% |
| Returns for 10 years | 28.65 | 38.95 | 74% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| POCT | 40.40 | -0.05 | -0.12% |
| Innovator U.S. Equity Power Buf ETF™ Oct | |||
| BBEU | 66.30 | -0.42 | -0.63% |
| JPMorgan BetaBuilders Europe ETF | |||
| MYLD | 22.74 | -0.23 | -0.99% |
| Cambria Micro and Smcp Shld Yld ETF | |||
| GOOY | 11.67 | -0.40 | -3.31% |
| YieldMax GOOGL Option Income Stgy ETF | |||
| URNJ | 19.93 | -0.94 | -4.50% |
| Sprott Junior Uranium Miners ETF | |||