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FCSRX vs HBLYX
FCSRX vs HBLYX Comparison
Open Charts FCSRX vs HBLYX
Fidelity Advisor Strategic Real Ret C
Price$8.66
Change+$0.02 (+0.23%)
VolumeN/A
Net Assets500.58M
Hartford Balanced Income Y
Price$15.20
Change-$0.03 (-0.20%)
VolumeN/A
Net Assets11.59B
FCSRX vs HBLYX Comparison Chart in %
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FCSRX vs. HBLYX commentary
Nov 20, 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: 11.6B vs. FCSRX (501M). FCSRX pays higher dividends than HBLYX: FCSRX (3.85) vs HBLYX (3.44). 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 : 6.70 vs. HBLYX (3.31). FCSRX return over 5 years is better than : 32.36 vs. HBLYX (13.89).
| 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 | 7.977 | 8.691 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | 500 | N/A | - |
| Net Assets | 501M | 11.6B | 4% |
| Annual Yield % from dividends | 3.85 | 3.44 | 112% |
| Returns for 1 year | 6.70 | 3.31 | 202% |
| Returns for 3 years | 16.53 | 17.36 | 95% |
| Returns for 5 years | 32.36 | 13.89 | 233% |
| Returns for 10 years | 42.23 | 46.70 | 90% |
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