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FCSRX vs HBLSX
FCSRX vs HBLSX Comparison
Open Charts FCSRX vs HBLSX
Fidelity Advisor Strategic Real Ret C
Price$8.29
Change+$0.04 (+0.48%)
VolumeN/A
Net Assets496.03M
Hartford Balanced Income R4
Price$14.30
Change+$0.12 (+0.85%)
VolumeN/A
Net Assets11.55B
FCSRX vs HBLSX Comparison Chart
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FCSRX vs. HBLSX commentary
Apr 25, 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 Buy and HBLSX is a Buy.
FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 11.5B vs. FCSRX (496M). FCSRX pays higher dividends than HBLSX: FCSRX (3.75) vs HBLSX (3.26). FCSRX was incepted earlier than HBLSX: FCSRX (20 years) vs HBLSX (15 years). FCSRX (1.77) is less costly to investors than HBLSX (0.96). HBLSX is a more actively managed with annual turnover of: 61.00 vs. FCSRX (23.00). FCSRX (0) and HBLSX (0) have matching initial minimum investment requirements. FCSRX annual gain was more profitable for investors over the last year : 4.22 vs. HBLSX (3.11). FCSRX return over 5 years is better than : 40.21 vs. HBLSX (15.97).
| FCSRX | HBLSX | FCSRX / HBLSX | |
| Total Expense Ratio | 1.70 | 0.96 | 177% |
| Annual Report Gross Expense Ratio | 1.77 | 0.96 | 184% |
| Fund Existence | 20 years | 15 years | - |
| Gain YTD | 0.664 | 0.281 | 237% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | 500 | N/A | - |
| Net Assets | 496M | 11.5B | 4% |
| Annual Yield % from dividends | 3.75 | 3.26 | 115% |
| Returns for 1 year | 4.22 | 3.11 | 136% |
| Returns for 3 years | 1.03 | 4.27 | 24% |
| Returns for 5 years | 40.21 | 15.97 | 252% |
| Returns for 10 years | 21.94 | 28.95 | 76% |
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