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FIQDX vs HBLCX
FIQDX vs HBLCX Comparison
Open Charts FIQDX vs HBLCX
Fidelity Advisor Strategic Real Ret Z
Price$8.75
Change-$0.01 (-0.11%)
VolumeN/A
Net Assets492.74M
Hartford Balanced Income C
Price$14.51
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets11.95B
FIQDX vs HBLCX Comparison Chart in %
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FIQDX vs. HBLCX commentary
Jul 06, 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 HBLCX is a Buy.
FUNDAMENTALS
Fundamentals
HBLCX has more cash in the bank: 12B vs. FIQDX (493M). FIQDX pays higher dividends than HBLCX: FIQDX (4.71) vs HBLCX (2.63). FIQDX was incepted earlier than HBLCX: FIQDX (7 years) vs HBLCX (19 years). HBLCX (1.64) is less costly to investors than FIQDX (0.67). HBLCX is a more actively managed with annual turnover of: 61.00 vs. FIQDX (23.00). FIQDX has a lower initial minimum investment than HBLCX: FIQDX (0) vs HBLCX (2000). FIQDX annual gain was more profitable for investors over the last year : 6.83 vs. HBLCX (5.76). FIQDX return over 5 years is better than : 44.61 vs. HBLCX (13.60).
| FIQDX | HBLCX | FIQDX / HBLCX | |
| Total Expense Ratio | 0.61 | 1.64 | 37% |
| Annual Report Gross Expense Ratio | 0.67 | 1.64 | 41% |
| Fund Existence | 7 years | 19 years | - |
| Gain YTD | 4.889 | 5.658 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | 2000 | - |
| Net Assets | 493M | 12B | 4% |
| Annual Yield % from dividends | 4.71 | 2.63 | 179% |
| Returns for 1 year | 6.83 | 5.76 | 119% |
| Returns for 3 years | 16.90 | 13.44 | 126% |
| Returns for 5 years | 44.61 | 13.60 | 328% |
| Returns for 10 years | N/A | 31.78 | - |
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