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FCSRX vs HBLTX
FCSRX vs HBLTX Comparison
Open Charts FCSRX vs HBLTX
Fidelity Advisor Strategic Real Ret C
Price$8.71
Change+$0.02 (+0.23%)
VolumeN/A
Net Assets505.26M
Hartford Balanced Income R5
Price$14.87
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets11.68B
FCSRX vs HBLTX Comparison Chart in %
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FCSRX vs. HBLTX commentary
Dec 28, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
HBLTX has more cash in the bank: 11.7B vs. FCSRX (505M). FCSRX pays higher dividends than HBLTX: FCSRX (3.80) vs HBLTX (3.41). FCSRX was incepted earlier than HBLTX: FCSRX (20 years) vs HBLTX (16 years). FCSRX (1.78) is less costly to investors than HBLTX (0.66). HBLTX is a more actively managed with annual turnover of: 61.00 vs. FCSRX (29.00). FCSRX (0) and HBLTX (0) have matching initial minimum investment requirements. FCSRX annual gain was more profitable for investors over the last year : 8.62 vs. HBLTX (6.55). FCSRX return over 5 years is better than : 29.88 vs. HBLTX (11.15).
| FCSRX | HBLTX | FCSRX / HBLTX | |
| Total Expense Ratio | 1.70 | 0.66 | 258% |
| Annual Report Gross Expense Ratio | 1.78 | 0.66 | 270% |
| Fund Existence | 20 years | 16 years | - |
| Gain YTD | 8.351 | 6.961 | 120% |
| 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 | 3.41 | 112% |
| Returns for 1 year | 8.62 | 6.55 | 132% |
| Returns for 3 years | 17.30 | 18.48 | 94% |
| Returns for 5 years | 29.88 | 11.15 | 268% |
| Returns for 10 years | 44.65 | 48.07 | 93% |
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