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FCSRX vs HBLIX
FCSRX vs HBLIX Comparison
Open Charts FCSRX vs HBLIX
Fidelity Advisor Strategic Real Ret C
Price$8.66
Change+$0.02 (+0.23%)
VolumeN/A
Net Assets500.58M
Hartford Balanced Income I
Price$14.97
Change-$0.02 (-0.13%)
VolumeN/A
Net Assets11.59B
FCSRX vs HBLIX Comparison Chart in %
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FCSRX vs. HBLIX commentary
Nov 20, 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 Hold and HBLIX is a Hold.
FUNDAMENTALS
Fundamentals
HBLIX has more cash in the bank: 11.6B vs. FCSRX (501M). FCSRX pays higher dividends than HBLIX: FCSRX (3.85) vs HBLIX (3.51). 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 : 6.70 vs. HBLIX (3.25). FCSRX return over 5 years is better than : 32.36 vs. HBLIX (13.82).
| 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 | 7.977 | 8.620 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | 500 | N/A | - |
| Net Assets | 501M | 11.6B | 4% |
| Annual Yield % from dividends | 3.85 | 3.51 | 110% |
| Returns for 1 year | 6.70 | 3.25 | 206% |
| Returns for 3 years | 16.53 | 17.25 | 96% |
| Returns for 5 years | 32.36 | 13.82 | 234% |
| Returns for 10 years | 42.23 | 46.19 | 91% |
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