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FCSRX vs HBLRX
FCSRX vs HBLRX Comparison
Open Charts FCSRX vs HBLRX
Fidelity Advisor Strategic Real Ret C
Price$8.17
Change-$0.21 (-2.51%)
VolumeN/A
CapitalizationN/A
Hartford Balanced Income R3
Price$14.33
Change-$0.21 (-1.44%)
VolumeN/A
CapitalizationN/A
FCSRX vs HBLRX Comparison Chart
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FCSRX vs. HBLRX 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 HBLRX is a Hold.
FUNDAMENTALS
Fundamentals
HBLRX has more cash in the bank: 11.8B vs. FCSRX (501M). 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. HBLRX annual gain was more profitable for investors over the last year : 8.40 vs. FCSRX (5.96). FCSRX return over 5 years is better than : 23.53 vs. HBLRX (12.02).
| 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 | 5.248 | 7.224 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | 500 | N/A | - |
| Net Assets | 501M | 11.8B | 4% |
| Annual Yield % from dividends | 4.28 | 2.97 | 144% |
| Returns for 1 year | 5.96 | 8.40 | 71% |
| Returns for 3 years | 6.35 | 2.58 | 246% |
| Returns for 5 years | 23.53 | 12.02 | 196% |
| Returns for 10 years | 22.12 | 34.24 | 65% |
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