Ad is loading...
FCSRX vs HBLIX
FCSRX vs HBLIX Comparison
Open Charts FCSRX vs HBLIX
Fidelity Advisor Strategic Real Ret C
Price$8.35
Change+$0.01 (+0.12%)
VolumeN/A
Net Assets479.95M
Hartford Balanced Income I
Price$14.38
Change+$0.04 (+0.28%)
VolumeN/A
Net Assets12.1B
FCSRX vs HBLIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FCSRX vs. HBLIX commentary
Jan 19, 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 Buy.
FUNDAMENTALS
Fundamentals
HBLIX has more cash in the bank: 12.1B vs. FCSRX (480M). 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). FCSRX annual gain was more profitable for investors over the last year : 7.87 vs. HBLIX (6.30). FCSRX return over 5 years is better than : 23.59 vs. HBLIX (9.44).
| 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 | 1.458 | 1.410 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | 500 | N/A | - |
| Net Assets | 480M | 12.1B | 4% |
| Annual Yield % from dividends | 4.28 | 3.59 | 119% |
| Returns for 1 year | 7.87 | 6.30 | 125% |
| Returns for 3 years | 5.65 | 1.16 | 487% |
| Returns for 5 years | 23.59 | 9.44 | 250% |
| Returns for 10 years | 23.32 | 36.30 | 64% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| LSHEX | 41.46 | 0.52 | +1.27% |
| Kinetics Spin-Off and Corp Rest No Load | |||
| FNILX | 21.37 | 0.22 | +1.04% |
| Fidelity ZERO Large Cap Index | |||
| BIALX | 27.29 | 0.15 | +0.55% |
| Brown Advisory Global Leaders Investor | |||
| EPSPX | 22.52 | 0.09 | +0.40% |
| NYLI Epoch Global Equity Yield Class A | |||
| JABIX | 12.18 | -0.03 | -0.25% |
| JHancock Real Estate Securities R6 | |||