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FCSRX vs HBLYX
FCSRX vs HBLYX Comparison
Open Charts FCSRX vs HBLYX
Fidelity Advisor Strategic Real Ret C
Price$8.53
Change-$0.01 (-0.12%)
VolumeN/A
Net Assets488.05M
Hartford Balanced Income Y
Price$14.83
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets11.77B
FCSRX vs HBLYX Comparison Chart in %
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FCSRX vs. HBLYX commentary
Jun 22, 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 StrongBuy and HBLYX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 11.8B vs. FCSRX (488M). FCSRX pays higher dividends than HBLYX: FCSRX (3.79) 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 : 5.96 vs. HBLYX (4.53). FCSRX return over 5 years is better than : 37.03 vs. HBLYX (16.20).
| 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 | 4.080 | 4.011 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | 500 | N/A | - |
| Net Assets | 488M | 11.8B | 4% |
| Annual Yield % from dividends | 3.79 | 3.53 | 108% |
| Returns for 1 year | 5.96 | 4.53 | 132% |
| Returns for 3 years | 11.02 | 16.53 | 67% |
| Returns for 5 years | 37.03 | 16.20 | 229% |
| Returns for 10 years | 28.65 | 39.38 | 73% |
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