Ad is loading...
FIQDX vs HBLFX
FIQDX vs HBLFX Comparison
Open Charts FIQDX vs HBLFX
Fidelity Advisor Strategic Real Ret Z
Price$8.62
Change-$0.01 (-0.12%)
VolumeN/A
CapitalizationN/A
Hartford Balanced Income F
Price$15.25
Change-$0.02 (-0.13%)
VolumeN/A
CapitalizationN/A
View a ticker or compare two or three
VS
VS
FIQDX vs HBLFX Comparison Chart
Loading...
FIQDX vs. HBLFX 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 HBLFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLFX has more cash in the bank: 12.7B vs. FIQDX (505M). FIQDX pays higher dividends than HBLFX: FIQDX (5.27) vs HBLFX (3.67). FIQDX was incepted earlier than HBLFX: FIQDX (6 years) vs HBLFX (8 years). HBLFX is a more actively managed with annual turnover of: 57.00 vs. FIQDX (29.00). FIQDX has a lower initial minimum investment than HBLFX: FIQDX (0) vs HBLFX (1000000). HBLFX annual gain was more profitable for investors over the last year : 19.46 vs. FIQDX (10.88). FIQDX return over 5 years is better than : 32.48 vs. HBLFX (20.05).
| FIQDX | HBLFX | FIQDX / HBLFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 6 years | 8 years | - |
| Gain YTD | 7.222 | 9.697 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 505M | 12.7B | 4% |
| Annual Yield % from dividends | 5.27 | 3.67 | 144% |
| Returns for 1 year | 10.88 | 19.46 | 56% |
| Returns for 3 years | 9.55 | 1.92 | 498% |
| Returns for 5 years | 32.48 | 20.05 | 162% |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| SESVX | 27.12 | 0.36 | +1.35% |
| SEI Small Cap Value F (SIMT) | |||
| FFMMX | 60.05 | 0.32 | +0.54% |
| American Funds American Mutual 529-F-2 | |||
| GSFPX | 17.71 | 0.09 | +0.51% |
| Goldman Sachs US Eq Div and Premium P | |||
| MKTRX | 21.37 | 0.09 | +0.42% |
| NYLI Income Builder Class B | |||
| ARDEX | 10.95 | N/A | N/A |
| AMG River Road Dividend All Cap Value N | |||