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FCSRX vs HBLRX
FCSRX vs HBLRX Comparison
Open Charts FCSRX vs HBLRX
Fidelity Advisor Strategic Real Ret C
Price$8.39
Change+$0.03 (+0.36%)
VolumeN/A
Net Assets479.95M
Hartford Balanced Income R3
Price$14.62
Change+$0.06 (+0.41%)
VolumeN/A
Net Assets12.14B
FCSRX vs HBLRX Comparison Chart
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FCSRX vs. HBLRX commentary
Jan 31, 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 HBLRX is a Buy.
FUNDAMENTALS
Fundamentals
HBLRX has more cash in the bank: 12.1B vs. FCSRX (480M). FCSRX pays higher dividends than HBLRX: FCSRX (4.28) vs HBLRX (2.97). FCSRX was incepted earlier than HBLRX: FCSRX (19 years) vs HBLRX (15 years). HBLRX is a more actively managed with annual turnover of: 57.00 vs. FCSRX (29.00). FCSRX (0) and HBLRX (0) have matching initial minimum investment requirements. FCSRX annual gain was more profitable for investors over the last year : 7.19 vs. HBLRX (5.58). FCSRX return over 5 years is better than : 25.40 vs. HBLRX (7.99).
| FCSRX | HBLRX | FCSRX / HBLRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 15 years | - |
| Gain YTD | 1.580 | 2.104 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | 500 | N/A | - |
| Net Assets | 480M | 12.1B | 4% |
| Annual Yield % from dividends | 4.28 | 2.97 | 144% |
| Returns for 1 year | 7.19 | 5.58 | 129% |
| Returns for 3 years | 5.54 | 0.29 | 1,921% |
| Returns for 5 years | 25.40 | 7.99 | 318% |
| Returns for 10 years | 23.33 | 30.76 | 76% |
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