Interact to see
Advertisement
Advertisement
FCSRX vs HBLYX
FCSRX vs HBLYX Comparison
Open Charts FCSRX vs HBLYX
Fidelity Advisor Strategic Real Ret C
Price$8.62
Change-$0.09 (-1.03%)
VolumeN/A
Net Assets489.07M
Hartford Balanced Income Y
Price$15.33
Change+$0.04 (+0.26%)
VolumeN/A
Net Assets11.9B
FCSRX vs HBLYX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FCSRX vs. HBLYX commentary
Oct 06, 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 Buy and HBLYX is a Buy.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 11.9B vs. FCSRX (489M). FCSRX (3.54) and HBLYX (3.44) have matching dividends . FCSRX was incepted earlier than HBLYX: FCSRX (20 years) vs HBLYX (19 years). FCSRX (1.77) is less costly to investors than HBLYX (0.67). HBLYX is a more actively managed with annual turnover of: 61.00 vs. FCSRX (23.00). FCSRX has a lower initial minimum investment than HBLYX: FCSRX (0) vs HBLYX (250000). FCSRX annual gain was more profitable for investors over the last year : 5.34 vs. HBLYX (3.32). FCSRX return over 5 years is better than : 35.74 vs. HBLYX (20.26).
| FCSRX | HBLYX | FCSRX / HBLYX | |
| Total Expense Ratio | 1.70 | 0.67 | 254% |
| Annual Report Gross Expense Ratio | 1.77 | 0.67 | 264% |
| Fund Existence | 20 years | 19 years | - |
| Gain YTD | 7.479 | 9.405 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | 500 | N/A | - |
| Net Assets | 489M | 11.9B | 4% |
| Annual Yield % from dividends | 3.54 | 3.44 | 103% |
| Returns for 1 year | 5.34 | 3.32 | 161% |
| Returns for 3 years | 17.55 | 22.97 | 76% |
| Returns for 5 years | 35.74 | 20.26 | 176% |
| Returns for 10 years | 37.35 | 51.71 | 72% |
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 | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| IONL | 117.14 | 10.71 | +10.06% |
| GraniteShares 2x Long IONQ Daily ETF | |||
| BUYZ | 43.78 | 0.27 | +0.62% |
| Franklin Disruptive Commerce ETF | |||
| NUV | 9.02 | 0.03 | +0.33% |
| Nuveen Municipal Value Fund | |||
| BTAL | 15.65 | N/A | N/A |
| AGF U.S. Market Neutral Anti-Beta | |||
| MID | 66.74 | -0.10 | -0.15% |
| American Century Mid Cap Gr Impact ETF | |||