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FCSRX vs HBLYX
FCSRX vs HBLYX Comparison
Open Charts FCSRX vs HBLYX
Fidelity Advisor Strategic Real Ret C
Price$8.17
Change-$0.21 (-2.51%)
VolumeN/A
CapitalizationN/A
Hartford Balanced Income Y
Price$14.48
Change-$0.22 (-1.50%)
VolumeN/A
CapitalizationN/A
FCSRX vs HBLYX Comparison Chart
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FCSRX vs. HBLYX 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 HBLYX is a Hold.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 11.8B vs. FCSRX (501M). FCSRX pays higher dividends than HBLYX: FCSRX (4.28) vs HBLYX (3.51). FCSRX was incepted earlier than HBLYX: FCSRX (19 years) vs HBLYX (18 years). HBLYX is a more actively managed with annual turnover of: 57.00 vs. FCSRX (29.00). FCSRX has a lower initial minimum investment than HBLYX: FCSRX (0) vs HBLYX (250000). HBLYX annual gain was more profitable for investors over the last year : 9.02 vs. FCSRX (5.96). FCSRX return over 5 years is better than : 23.53 vs. HBLYX (15.15).
| FCSRX | HBLYX | FCSRX / HBLYX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 18 years | - |
| Gain YTD | 5.248 | 7.844 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | 500 | N/A | - |
| Net Assets | 501M | 11.8B | 4% |
| Annual Yield % from dividends | 4.28 | 3.51 | 122% |
| Returns for 1 year | 5.96 | 9.02 | 66% |
| Returns for 3 years | 6.35 | 4.49 | 141% |
| Returns for 5 years | 23.53 | 15.15 | 155% |
| Returns for 10 years | 22.12 | 41.42 | 53% |
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