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FIQDX vs HBLAX
FIQDX vs HBLAX Comparison
Open Charts FIQDX vs HBLAX
Fidelity Advisor Strategic Real Ret Z
Price$8.65
Change+$0.01 (+0.12%)
VolumeN/A
Net Assets480.98M
Hartford Balanced Income A
Price$14.77
Change+$0.02 (+0.14%)
VolumeN/A
Net Assets11.81B
FIQDX vs HBLAX Comparison Chart in %
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FIQDX vs. HBLAX commentary
Aug 08, 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 Hold.
FUNDAMENTALS
Fundamentals
HBLAX has more cash in the bank: 11.8B vs. FIQDX (481M). FIQDX pays higher dividends than HBLAX: FIQDX (4.64) 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 annual gain was more profitable for investors over the last year : 7.49 vs. HBLAX (5.04). FIQDX return over 5 years is better than : 38.69 vs. HBLAX (13.06).
| 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 | 4.695 | 5.829 | 81% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | 2000 | - |
| Net Assets | 481M | 11.8B | 4% |
| Annual Yield % from dividends | 4.64 | 3.35 | 138% |
| Returns for 1 year | 7.49 | 5.04 | 149% |
| Returns for 3 years | 13.11 | 11.93 | 110% |
| Returns for 5 years | 38.69 | 13.06 | 296% |
| Returns for 10 years | N/A | 39.89 | - |
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