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FCSRX vs HBLSX
FCSRX vs HBLSX Comparison
Open Charts FCSRX vs HBLSX
Fidelity Advisor Strategic Real Ret C
Price$8.37
Change-$0.12 (-1.41%)
VolumeN/A
Net Assets496.03M
Hartford Balanced Income R4
Price$14.38
Change-$0.22 (-1.51%)
VolumeN/A
Net Assets11.99B
FCSRX vs HBLSX Comparison Chart
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FCSRX vs. HBLSX commentary
Apr 05, 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 Hold and HBLSX is a Hold.
FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 12B 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 : 5.98 vs. HBLSX (4.55). FCSRX return over 5 years is better than : 50.32 vs. HBLSX (28.44).
| 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 | 3.159 | 3.251 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | 500 | N/A | - |
| Net Assets | 496M | 12B | 4% |
| Annual Yield % from dividends | 3.75 | 3.26 | 115% |
| Returns for 1 year | 5.98 | 4.55 | 132% |
| Returns for 3 years | 2.24 | 4.10 | 55% |
| Returns for 5 years | 50.32 | 28.44 | 177% |
| Returns for 10 years | 25.24 | 34.03 | 74% |
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