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FCSRX vs HBLIX
FCSRX vs HBLIX Comparison
Open Charts FCSRX vs HBLIX
Fidelity Advisor Strategic Real Ret C
Price$8.60
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets482.75M
Hartford Balanced Income I
Price$15.08
Change+$0.02 (+0.13%)
VolumeN/A
Net Assets11.94B
FCSRX vs HBLIX Comparison Chart in %
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FCSRX vs. HBLIX commentary
Sep 06, 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: 11.9B vs. FCSRX (483M). FCSRX (3.58) and HBLIX (3.50) have matching dividends . FCSRX was incepted earlier than HBLIX: FCSRX (20 years) vs HBLIX (16 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 : 6.57 vs. HBLIX (3.65). FCSRX return over 5 years is better than : 32.59 vs. HBLIX (17.55).
| 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 | 16 years | - |
| Gain YTD | 5.826 | 8.175 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | 500 | N/A | - |
| Net Assets | 483M | 11.9B | 4% |
| Annual Yield % from dividends | 3.58 | 3.50 | 102% |
| Returns for 1 year | 6.57 | 3.65 | 180% |
| Returns for 3 years | 12.74 | 19.37 | 66% |
| Returns for 5 years | 32.59 | 17.55 | 186% |
| Returns for 10 years | 36.67 | 50.36 | 73% |
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