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FIQDX vs HBLAX
FIQDX vs HBLAX Comparison
Open Charts FIQDX vs HBLAX
Fidelity Advisor Strategic Real Ret Z
Price$8.47
Change+$0.05 (+0.59%)
VolumeN/A
Net Assets496.03M
Hartford Balanced Income A
Price$14.21
Change+$0.12 (+0.85%)
VolumeN/A
Net Assets11.55B
FIQDX vs HBLAX Comparison Chart
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FIQDX vs. HBLAX commentary
Apr 25, 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 Buy and HBLAX is a Buy.
FUNDAMENTALS
Fundamentals
HBLAX has more cash in the bank: 11.5B vs. FIQDX (496M). FIQDX pays higher dividends than HBLAX: FIQDX (4.73) vs HBLAX (3.37). 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 : 5.26 vs. HBLAX (3.15). FIQDX return over 5 years is better than : 48.05 vs. HBLAX (16.27).
| 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 | 0.933 | 0.242 | 385% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | 2000 | - |
| Net Assets | 496M | 11.5B | 4% |
| Annual Yield % from dividends | 4.73 | 3.37 | 140% |
| Returns for 1 year | 5.26 | 3.15 | 167% |
| Returns for 3 years | 4.33 | 4.50 | 96% |
| Returns for 5 years | 48.05 | 16.27 | 295% |
| Returns for 10 years | N/A | 29.43 | - |
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