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FCSRX vs HBLIX
FCSRX vs HBLIX Comparison
Open Charts FCSRX vs HBLIX
Fidelity Advisor Strategic Real Ret C
Price$8.51
Change-$0.01 (-0.12%)
VolumeN/A
Net Assets492.74M
Hartford Balanced Income I
Price$14.85
Change+$0.04 (+0.27%)
VolumeN/A
Net Assets11.9B
FCSRX vs HBLIX Comparison Chart in %
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FCSRX vs. HBLIX commentary
Jul 26, 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: 11.9B vs. FCSRX (493M). FCSRX (3.73) and HBLIX (3.58) 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 : 6.60 vs. HBLIX (5.06). FCSRX return over 5 years is better than : 35.39 vs. HBLIX (16.14).
| 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 | 4.841 | 6.379 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | 500 | N/A | - |
| Net Assets | 493M | 11.9B | 4% |
| Annual Yield % from dividends | 3.73 | 3.58 | 104% |
| Returns for 1 year | 6.60 | 5.06 | 130% |
| Returns for 3 years | 11.94 | 15.18 | 79% |
| Returns for 5 years | 35.39 | 16.14 | 219% |
| Returns for 10 years | 32.13 | 44.42 | 72% |
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