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FCSRX vs HBLRX
FCSRX vs HBLRX Comparison
Open Charts FCSRX vs HBLRX
Fidelity Advisor Strategic Real Ret C
Price$8.37
Change-$0.12 (-1.41%)
VolumeN/A
Net Assets496.03M
Hartford Balanced Income R3
Price$14.37
Change-$0.23 (-1.58%)
VolumeN/A
Net Assets11.99B
FCSRX vs HBLRX Comparison Chart
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FCSRX vs. HBLRX 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 HBLRX is a Hold.
FUNDAMENTALS
Fundamentals
HBLRX has more cash in the bank: 12B vs. FCSRX (496M). FCSRX pays higher dividends than HBLRX: FCSRX (3.75) vs HBLRX (2.96). FCSRX was incepted earlier than HBLRX: FCSRX (20 years) vs HBLRX (15 years). FCSRX (1.77) is less costly to investors than HBLRX (1.28). HBLRX is a more actively managed with annual turnover of: 61.00 vs. FCSRX (23.00). FCSRX (0) and HBLRX (0) have matching initial minimum investment requirements. FCSRX annual gain was more profitable for investors over the last year : 5.98 vs. HBLRX (4.22). FCSRX return over 5 years is better than : 50.32 vs. HBLRX (26.71).
| FCSRX | HBLRX | FCSRX / HBLRX | |
| Total Expense Ratio | 1.70 | 1.28 | 133% |
| Annual Report Gross Expense Ratio | 1.77 | 1.28 | 138% |
| Fund Existence | 20 years | 15 years | - |
| Gain YTD | 3.159 | 3.177 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | 500 | N/A | - |
| Net Assets | 496M | 12B | 4% |
| Annual Yield % from dividends | 3.75 | 2.96 | 127% |
| Returns for 1 year | 5.98 | 4.22 | 142% |
| Returns for 3 years | 2.24 | 3.24 | 69% |
| Returns for 5 years | 50.32 | 26.71 | 188% |
| Returns for 10 years | 25.24 | 30.74 | 82% |
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