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FCSRX vs HBLIX
FCSRX vs HBLIX Comparison
Open Charts FCSRX vs HBLIX
Fidelity Advisor Strategic Real Ret C
Price$8.37
Change-$0.12 (-1.41%)
VolumeN/A
Net Assets496.03M
Hartford Balanced Income I
Price$14.29
Change-$0.23 (-1.58%)
VolumeN/A
Net Assets11.99B
FCSRX vs HBLIX Comparison Chart
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FCSRX vs. HBLIX commentary
Apr 05, 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: 12B vs. FCSRX (496M). FCSRX (3.75) and HBLIX (3.60) 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 : 5.98 vs. HBLIX (4.92). FCSRX return over 5 years is better than : 50.32 vs. HBLIX (30.27).
| 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 | 3.159 | 3.361 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | 500 | N/A | - |
| Net Assets | 496M | 12B | 4% |
| Annual Yield % from dividends | 3.75 | 3.60 | 104% |
| Returns for 1 year | 5.98 | 4.92 | 122% |
| Returns for 3 years | 2.24 | 5.17 | 43% |
| Returns for 5 years | 50.32 | 30.27 | 166% |
| Returns for 10 years | 25.24 | 37.48 | 67% |
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