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FCSRX vs HBLIX
FCSRX vs HBLIX Comparison
Open Charts FCSRX vs HBLIX
Fidelity Advisor Strategic Real Ret C
Price$8.17
Change-$0.21 (-2.51%)
VolumeN/A
CapitalizationN/A
Hartford Balanced Income I
Price$14.27
Change-$0.21 (-1.45%)
VolumeN/A
CapitalizationN/A
FCSRX vs HBLIX Comparison Chart
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FCSRX vs. HBLIX commentary
Dec 19, 2024
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 Sell and HBLIX is a Hold.
FUNDAMENTALS
Fundamentals
HBLIX has more cash in the bank: 11.8B vs. FCSRX (501M). 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). HBLIX annual gain was more profitable for investors over the last year : 9.04 vs. FCSRX (5.96). FCSRX return over 5 years is better than : 23.53 vs. HBLIX (15.08).
| 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 | 5.248 | 7.913 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | 500 | N/A | - |
| Net Assets | 501M | 11.8B | 4% |
| Annual Yield % from dividends | 4.28 | 3.59 | 119% |
| Returns for 1 year | 5.96 | 9.04 | 66% |
| Returns for 3 years | 6.35 | 4.53 | 140% |
| Returns for 5 years | 23.53 | 15.08 | 156% |
| Returns for 10 years | 22.12 | 40.95 | 54% |
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