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FCSRX vs HBLSX
FCSRX vs HBLSX Comparison
Open Charts FCSRX vs HBLSX
Fidelity Advisor Strategic Real Ret C
Price$8.17
Change-$0.21 (-2.51%)
VolumeN/A
CapitalizationN/A
Hartford Balanced Income R4
Price$14.34
Change-$0.21 (-1.44%)
VolumeN/A
CapitalizationN/A
FCSRX vs HBLSX Comparison Chart
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FCSRX vs. HBLSX commentary
Dec 19, 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 Sell and HBLSX is a Hold.
FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 11.8B vs. FCSRX (501M). FCSRX pays higher dividends than HBLSX: FCSRX (4.28) vs HBLSX (3.25). FCSRX was incepted earlier than HBLSX: FCSRX (19 years) vs HBLSX (15 years). HBLSX is a more actively managed with annual turnover of: 57.00 vs. FCSRX (29.00). FCSRX (0) and HBLSX (0) have matching initial minimum investment requirements. HBLSX annual gain was more profitable for investors over the last year : 8.72 vs. FCSRX (5.96). FCSRX return over 5 years is better than : 23.53 vs. HBLSX (13.56).
| FCSRX | HBLSX | FCSRX / HBLSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 15 years | - |
| Gain YTD | 5.248 | 7.612 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | 500 | N/A | - |
| Net Assets | 501M | 11.8B | 4% |
| Annual Yield % from dividends | 4.28 | 3.25 | 132% |
| Returns for 1 year | 5.96 | 8.72 | 68% |
| Returns for 3 years | 6.35 | 3.55 | 179% |
| Returns for 5 years | 23.53 | 13.56 | 174% |
| Returns for 10 years | 22.12 | 37.62 | 59% |
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