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FIQDX vs HBLAX
FIQDX vs HBLAX Comparison
Open Charts FIQDX vs HBLAX
Fidelity Advisor Strategic Real Ret Z
Price$8.75
Change-$0.01 (-0.11%)
VolumeN/A
Net Assets492.74M
Hartford Balanced Income A
Price$14.79
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets11.95B
FIQDX vs HBLAX Comparison Chart in %
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FIQDX vs. HBLAX commentary
Jul 06, 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 FIQDX is a StrongBuy and HBLAX is a Buy.
FUNDAMENTALS
Fundamentals
HBLAX has more cash in the bank: 12B vs. FIQDX (493M). FIQDX pays higher dividends than HBLAX: FIQDX (4.71) vs HBLAX (3.35). FIQDX was incepted earlier than HBLAX: FIQDX (7 years) vs HBLAX (19 years). HBLAX (0.89) is less costly to investors than FIQDX (0.67). HBLAX is a more actively managed with annual turnover of: 61.00 vs. FIQDX (23.00). FIQDX has a lower initial minimum investment than HBLAX: FIQDX (0) vs HBLAX (2000). FIQDX (6.83) and HBLAX (6.72) have marching annual gain over last year. FIQDX return over 5 years is better than : 44.61 vs. HBLAX (18.09).
| FIQDX | HBLAX | FIQDX / HBLAX | |
| Total Expense Ratio | 0.61 | 0.89 | 69% |
| Annual Report Gross Expense Ratio | 0.67 | 0.89 | 75% |
| Fund Existence | 7 years | 19 years | - |
| Gain YTD | 4.889 | 6.116 | 80% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | 2000 | - |
| Net Assets | 493M | 12B | 4% |
| Annual Yield % from dividends | 4.71 | 3.35 | 140% |
| Returns for 1 year | 6.83 | 6.72 | 102% |
| Returns for 3 years | 16.90 | 16.22 | 104% |
| Returns for 5 years | 44.61 | 18.09 | 247% |
| Returns for 10 years | N/A | 41.22 | - |
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