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FIQDX vs HBLCX
FIQDX vs HBLCX Comparison
Open Charts FIQDX vs HBLCX
Fidelity Advisor Strategic Real Ret Z
Price$8.62
Change-$0.01 (-0.12%)
VolumeN/A
CapitalizationN/A
Hartford Balanced Income C
Price$14.96
Change-$0.03 (-0.20%)
VolumeN/A
CapitalizationN/A
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FIQDX vs HBLCX Comparison Chart
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FIQDX vs. HBLCX commentary
Oct 18, 2024
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 StrongBuy.
FUNDAMENTALS
Fundamentals
HBLCX has more cash in the bank: 12.7B vs. FIQDX (505M). FIQDX pays higher dividends than HBLCX: FIQDX (5.27) vs HBLCX (2.65). FIQDX was incepted earlier than HBLCX: FIQDX (6 years) vs HBLCX (18 years). HBLCX is a more actively managed with annual turnover of: 57.00 vs. FIQDX (29.00). FIQDX has a lower initial minimum investment than HBLCX: FIQDX (0) vs HBLCX (2000). HBLCX annual gain was more profitable for investors over the last year : 18.20 vs. FIQDX (10.88). FIQDX return over 5 years is better than : 32.48 vs. HBLCX (14.30).
| FIQDX | HBLCX | FIQDX / HBLCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 6 years | 18 years | - |
| Gain YTD | 7.222 | 8.821 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | 2000 | - |
| Net Assets | 505M | 12.7B | 4% |
| Annual Yield % from dividends | 5.27 | 2.65 | 199% |
| Returns for 1 year | 10.88 | 18.20 | 60% |
| Returns for 3 years | 9.55 | -1.43 | -667% |
| Returns for 5 years | 32.48 | 14.30 | 227% |
| Returns for 10 years | N/A | 34.01 | - |
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| AMG River Road Dividend All Cap Value N | |||