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FCSRX vs HBLSX
FCSRX vs HBLSX Comparison
Open Charts FCSRX vs HBLSX
Fidelity Advisor Strategic Real Ret C
Price$8.51
Change-$0.01 (-0.12%)
VolumeN/A
Net Assets492.74M
Hartford Balanced Income R4
Price$14.93
Change+$0.03 (+0.20%)
VolumeN/A
Net Assets11.9B
FCSRX vs HBLSX Comparison Chart in %
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FCSRX vs. HBLSX commentary
Jul 26, 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 Buy.
FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 11.9B vs. FCSRX (493M). FCSRX pays higher dividends than HBLSX: FCSRX (3.73) vs HBLSX (3.24). 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 : 6.60 vs. HBLSX (4.76). FCSRX return over 5 years is better than : 35.39 vs. HBLSX (14.50).
| 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 | 4.841 | 6.238 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | 500 | N/A | - |
| Net Assets | 493M | 11.9B | 4% |
| Annual Yield % from dividends | 3.73 | 3.24 | 115% |
| Returns for 1 year | 6.60 | 4.76 | 139% |
| Returns for 3 years | 11.94 | 14.11 | 85% |
| Returns for 5 years | 35.39 | 14.50 | 244% |
| Returns for 10 years | 32.13 | 40.89 | 79% |
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