Interact to see
Advertisement
Advertisement
FCSRX vs HBLSX
FCSRX vs HBLSX Comparison
Open Charts FCSRX vs HBLSX
Fidelity Advisor Strategic Real Ret C
Price$8.53
Change-$0.01 (-0.12%)
VolumeN/A
Net Assets488.05M
Hartford Balanced Income R4
Price$14.69
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets11.77B
FCSRX vs HBLSX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FCSRX vs. HBLSX commentary
Jun 22, 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 HBLSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 11.8B vs. FCSRX (488M). FCSRX pays higher dividends than HBLSX: FCSRX (3.79) 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 : 5.96 vs. HBLSX (4.18). FCSRX return over 5 years is better than : 37.03 vs. HBLSX (14.55).
| 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 | 4.080 | 3.887 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | 500 | N/A | - |
| Net Assets | 488M | 11.8B | 4% |
| Annual Yield % from dividends | 3.79 | 3.26 | 116% |
| Returns for 1 year | 5.96 | 4.18 | 142% |
| Returns for 3 years | 11.02 | 15.49 | 71% |
| Returns for 5 years | 37.03 | 14.55 | 255% |
| Returns for 10 years | 28.65 | 35.65 | 80% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| WHIYX | 5.84 | N/A | N/A |
| Macquarie High Income Fund Class Y | |||
| JICAX | 76.73 | -0.24 | -0.31% |
| JPMorgan US Sustainable Leaders A | |||
| HRIDX | 13.79 | -0.11 | -0.79% |
| Harbor Diversified Intl All Cp Admin | |||
| FESOX | 26.54 | -0.24 | -0.90% |
| First Eagle Overseas C | |||
| PMPIX | 85.16 | -1.24 | -1.44% |
| ProFunds Precious Metals UltraSector Inv | |||