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FCSRX vs HBLYX
FCSRX vs HBLYX Comparison
Open Charts FCSRX vs HBLYX
Fidelity Advisor Strategic Real Ret C
Price$8.37
Change-$0.12 (-1.41%)
VolumeN/A
Net Assets496.03M
Hartford Balanced Income Y
Price$14.51
Change-$0.23 (-1.56%)
VolumeN/A
Net Assets11.99B
FCSRX vs HBLYX Comparison Chart
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FCSRX vs. HBLYX 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 HBLYX is a Hold.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 12B vs. FCSRX (496M). FCSRX pays higher dividends than HBLYX: FCSRX (3.75) vs HBLYX (3.53). 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 : 5.98 vs. HBLYX (4.89). FCSRX return over 5 years is better than : 50.32 vs. HBLYX (30.28).
| 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 | 3.159 | 3.380 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | 500 | N/A | - |
| Net Assets | 496M | 12B | 4% |
| Annual Yield % from dividends | 3.75 | 3.53 | 106% |
| Returns for 1 year | 5.98 | 4.89 | 122% |
| Returns for 3 years | 2.24 | 5.13 | 44% |
| Returns for 5 years | 50.32 | 30.28 | 166% |
| Returns for 10 years | 25.24 | 37.93 | 67% |
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