Interact to see
Advertisement
Advertisement
FIQDX vs HBLAX
FIQDX vs HBLAX Comparison
Open Charts FIQDX vs HBLAX
Fidelity Advisor Strategic Real Ret Z
Price$8.69
Change+$0.03 (+0.35%)
VolumeN/A
Net Assets488.05M
Hartford Balanced Income A
Price$14.60
Change-$0.09 (-0.61%)
VolumeN/A
Net Assets11.79B
FIQDX vs HBLAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FIQDX vs. HBLAX commentary
Jun 16, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
HBLAX has more cash in the bank: 11.8B vs. FIQDX (488M). FIQDX pays higher dividends than HBLAX: FIQDX (4.78) 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 : 6.97 vs. HBLAX (4.44). FIQDX return over 5 years is better than : 44.72 vs. HBLAX (16.05).
| 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 | 4.169 | 3.871 | 108% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | 2000 | - |
| Net Assets | 488M | 11.8B | 4% |
| Annual Yield % from dividends | 4.78 | 3.37 | 142% |
| Returns for 1 year | 6.97 | 4.44 | 157% |
| Returns for 3 years | 13.57 | 15.81 | 86% |
| Returns for 5 years | 44.72 | 16.05 | 279% |
| Returns for 10 years | N/A | 36.60 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| JIHAX | 18.06 | -0.01 | -0.06% |
| JPMorgan International Hedged Equity A | |||
| NREAX | 13.93 | -0.10 | -0.71% |
| Neuberger Berman Real Estate A | |||
| RDWFX | 12.10 | -0.12 | -0.98% |
| American Funds Dvlpg Wld Gr&Inc R5 | |||
| LMPPX | 35.78 | -0.37 | -1.02% |
| ClearBridge Appreciation R | |||
| FSUMX | 14.14 | -0.19 | -1.33% |
| Fidelity Series Sustainable U.S. Market | |||