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FCSRX vs HBLRX
FCSRX vs HBLRX Comparison
Open Charts FCSRX vs HBLRX
Fidelity Advisor Strategic Real Ret C
Price$8.71
Change+$0.02 (+0.23%)
VolumeN/A
Net Assets505.26M
Hartford Balanced Income R3
Price$14.83
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets11.68B
FCSRX vs HBLRX Comparison Chart in %
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FCSRX vs. HBLRX commentary
Dec 27, 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 HBLRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLRX has more cash in the bank: 11.7B vs. FCSRX (505M). FCSRX pays higher dividends than HBLRX: FCSRX (3.80) vs HBLRX (2.85). FCSRX was incepted earlier than HBLRX: FCSRX (20 years) vs HBLRX (16 years). FCSRX (1.78) is less costly to investors than HBLRX (1.28). HBLRX is a more actively managed with annual turnover of: 61.00 vs. FCSRX (29.00). FCSRX (0) and HBLRX (0) have matching initial minimum investment requirements. FCSRX annual gain was more profitable for investors over the last year : 8.62 vs. HBLRX (5.98). FCSRX return over 5 years is better than : 29.88 vs. HBLRX (7.97).
| FCSRX | HBLRX | FCSRX / HBLRX | |
| Total Expense Ratio | 1.70 | 1.28 | 133% |
| Annual Report Gross Expense Ratio | 1.78 | 1.28 | 139% |
| Fund Existence | 20 years | 16 years | - |
| Gain YTD | 8.351 | 6.346 | 132% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | 500 | N/A | - |
| Net Assets | 505M | 11.7B | 4% |
| Annual Yield % from dividends | 3.80 | 2.85 | 134% |
| Returns for 1 year | 8.62 | 5.98 | 144% |
| Returns for 3 years | 17.30 | 16.48 | 105% |
| Returns for 5 years | 29.88 | 7.97 | 375% |
| Returns for 10 years | 44.65 | 40.60 | 110% |
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