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FCSRX vs HBLTX
FCSRX vs HBLTX Comparison
Open Charts FCSRX vs HBLTX
Fidelity Advisor Strategic Real Ret C
Price$8.68
Change-$0.03 (-0.34%)
VolumeN/A
Net Assets500.58M
Hartford Balanced Income R5
Price$15.19
Change-$0.08 (-0.52%)
VolumeN/A
Net Assets11.68B
FCSRX vs HBLTX Comparison Chart in %
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FCSRX vs. HBLTX commentary
Nov 14, 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 HBLTX is a Buy.
FUNDAMENTALS
Fundamentals
HBLTX has more cash in the bank: 11.7B vs. FCSRX (501M). FCSRX pays higher dividends than HBLTX: FCSRX (3.85) vs HBLTX (3.47). FCSRX was incepted earlier than HBLTX: FCSRX (20 years) vs HBLTX (15 years). FCSRX (1.77) is less costly to investors than HBLTX (0.66). HBLTX is a more actively managed with annual turnover of: 61.00 vs. FCSRX (23.00). FCSRX (0) and HBLTX (0) have matching initial minimum investment requirements. FCSRX annual gain was more profitable for investors over the last year : 7.96 vs. HBLTX (3.96). FCSRX return over 5 years is better than : 33.62 vs. HBLTX (15.55).
| FCSRX | HBLTX | FCSRX / HBLTX | |
| Total Expense Ratio | 1.70 | 0.66 | 258% |
| Annual Report Gross Expense Ratio | 1.77 | 0.66 | 268% |
| Fund Existence | 20 years | 15 years | - |
| Gain YTD | 8.601 | 9.839 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | 500 | N/A | - |
| Net Assets | 501M | 11.7B | 4% |
| Annual Yield % from dividends | 3.85 | 3.47 | 111% |
| Returns for 1 year | 7.96 | 3.96 | 201% |
| Returns for 3 years | 16.09 | 19.36 | 83% |
| Returns for 5 years | 33.62 | 15.55 | 216% |
| Returns for 10 years | 43.22 | 50.02 | 86% |
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