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FIQDX vs HBLAX
FIQDX vs HBLAX Comparison
Open Charts FIQDX vs HBLAX
Fidelity Advisor Strategic Real Ret Z
Price$8.52
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets488.39M
Hartford Balanced Income A
Price$14.31
Change-$0.01 (-0.07%)
VolumeN/A
Net Assets11.63B
FIQDX vs HBLAX Comparison Chart
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FIQDX vs. HBLAX commentary
May 23, 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 Hold and HBLAX is a Buy.
FUNDAMENTALS
Fundamentals
HBLAX has more cash in the bank: 11.6B vs. FIQDX (488M). FIQDX pays higher dividends than HBLAX: FIQDX (4.83) vs HBLAX (3.41). 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 annual gain was more profitable for investors over the last year : 4.03 vs. HBLAX (1.88). FIQDX return over 5 years is better than : 46.42 vs. HBLAX (16.91).
| 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 | 2.132 | 1.879 | 113% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | 2000 | - |
| Net Assets | 488M | 11.6B | 4% |
| Annual Yield % from dividends | 4.83 | 3.41 | 142% |
| Returns for 1 year | 4.03 | 1.88 | 214% |
| Returns for 3 years | 7.92 | 8.68 | 91% |
| Returns for 5 years | 46.42 | 16.91 | 275% |
| Returns for 10 years | N/A | 32.22 | - |
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