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FIQDX vs HBLAX
FIQDX vs HBLAX Comparison
Open Charts FIQDX vs HBLAX
Fidelity Advisor Strategic Real Ret Z
Price$8.33
Change-$0.24 (-2.80%)
VolumeN/A
CapitalizationN/A
Hartford Balanced Income A
Price$14.26
Change-$0.21 (-1.45%)
VolumeN/A
CapitalizationN/A
FIQDX vs HBLAX Comparison Chart
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FIQDX vs. HBLAX commentary
Dec 19, 2024
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 FIQDX is a Sell and HBLAX is a Hold.
FUNDAMENTALS
Fundamentals
HBLAX has more cash in the bank: 11.8B vs. FIQDX (501M). FIQDX pays higher dividends than HBLAX: FIQDX (5.27) vs HBLAX (3.35). FIQDX was incepted earlier than HBLAX: FIQDX (6 years) vs HBLAX (18 years). HBLAX is a more actively managed with annual turnover of: 57.00 vs. FIQDX (29.00). FIQDX has a lower initial minimum investment than HBLAX: FIQDX (0) vs HBLAX (2000). HBLAX annual gain was more profitable for investors over the last year : 8.79 vs. FIQDX (7.09). FIQDX return over 5 years is better than : 30.48 vs. HBLAX (13.84).
| FIQDX | HBLAX | FIQDX / HBLAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 6 years | 18 years | - |
| Gain YTD | 6.477 | 7.649 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | 2000 | - |
| Net Assets | 501M | 11.8B | 4% |
| Annual Yield % from dividends | 5.27 | 3.35 | 157% |
| Returns for 1 year | 7.09 | 8.79 | 81% |
| Returns for 3 years | 9.85 | 3.77 | 261% |
| Returns for 5 years | 30.48 | 13.84 | 220% |
| Returns for 10 years | N/A | 38.11 | - |
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