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FIQDX vs HBLCX
FIQDX vs HBLCX Comparison
Open Charts FIQDX vs HBLCX
Fidelity Advisor Strategic Real Ret Z
Price$8.52
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets488.39M
Hartford Balanced Income C
Price$14.03
Change-$0.01 (-0.07%)
VolumeN/A
Net Assets11.63B
FIQDX vs HBLCX Comparison Chart
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FIQDX vs. HBLCX commentary
May 23, 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 Hold and HBLCX is a Buy.
FUNDAMENTALS
Fundamentals
HBLCX has more cash in the bank: 11.6B vs. FIQDX (488M). FIQDX pays higher dividends than HBLCX: FIQDX (4.83) vs HBLCX (2.67). 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 : 4.03 vs. HBLCX (1.02). FIQDX return over 5 years is better than : 46.42 vs. HBLCX (12.65).
| 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 | 2.132 | 1.562 | 136% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | 2000 | - |
| Net Assets | 488M | 11.6B | 4% |
| Annual Yield % from dividends | 4.83 | 2.67 | 181% |
| Returns for 1 year | 4.03 | 1.02 | 394% |
| Returns for 3 years | 7.92 | 6.11 | 130% |
| Returns for 5 years | 46.42 | 12.65 | 367% |
| Returns for 10 years | N/A | 23.60 | - |
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