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FCSRX vs HBLRX
FCSRX vs HBLRX Comparison
Open Charts FCSRX vs HBLRX
Fidelity Advisor Strategic Real Ret C
Price$8.36
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Hartford Balanced Income R3
Price$15.11
Change-$0.04 (-0.26%)
VolumeN/A
CapitalizationN/A
FCSRX vs HBLRX Comparison Chart
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FCSRX vs. HBLRX commentary
Nov 18, 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 StrongBuy and HBLRX is a Buy.
FUNDAMENTALS
Fundamentals
HBLRX has more cash in the bank: 12.4B vs. FCSRX (496M). FCSRX pays higher dividends than HBLRX: FCSRX (4.28) vs HBLRX (2.97). FCSRX was incepted earlier than HBLRX: FCSRX (19 years) vs HBLRX (14 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 : 14.78 vs. FCSRX (8.34). FCSRX return over 5 years is better than : 24.39 vs. HBLRX (13.15).
| FCSRX | HBLRX | FCSRX / HBLRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 14 years | - |
| Gain YTD | 4.997 | 7.437 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | 500 | N/A | - |
| Net Assets | 496M | 12.4B | 4% |
| Annual Yield % from dividends | 4.28 | 2.97 | 144% |
| Returns for 1 year | 8.34 | 14.78 | 56% |
| Returns for 3 years | 4.37 | -2.18 | -201% |
| Returns for 5 years | 24.39 | 13.15 | 185% |
| Returns for 10 years | 19.16 | 32.75 | 58% |
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