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FIQDX vs HBLAX
FIQDX vs HBLAX Comparison
Open Charts FIQDX vs HBLAX
Fidelity Advisor Strategic Real Ret Z
Price$8.57
Change-$0.12 (-1.38%)
VolumeN/A
Net Assets496.03M
Hartford Balanced Income A
Price$14.29
Change-$0.22 (-1.52%)
VolumeN/A
Net Assets11.99B
FIQDX vs HBLAX Comparison Chart
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FIQDX vs. HBLAX commentary
Apr 04, 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 (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 : 7.24 vs. HBLAX (4.60). FIQDX return over 5 years is better than : 58.65 vs. HBLAX (28.74).
| 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 | 3.452 | 3.230 | 107% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | 2000 | - |
| Net Assets | 496M | 12B | 4% |
| Annual Yield % from dividends | 4.73 | 3.37 | 140% |
| Returns for 1 year | 7.24 | 4.60 | 158% |
| Returns for 3 years | 5.62 | 4.33 | 130% |
| Returns for 5 years | 58.65 | 28.74 | 204% |
| Returns for 10 years | N/A | 34.56 | - |
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