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FIQDX vs HBLFX
FIQDX vs HBLFX Comparison
Open Charts FIQDX vs HBLFX
Fidelity Advisor Strategic Real Ret Z
Price$8.87
Change-$0.03 (-0.34%)
VolumeN/A
Net Assets482.75M
Hartford Balanced Income F
Price$15.14
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets11.96B
FIQDX vs HBLFX Comparison Chart in %
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FIQDX vs. HBLFX commentary
Sep 18, 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 HBLFX is a Hold.
FUNDAMENTALS
Fundamentals
HBLFX has more cash in the bank: 12B vs. FIQDX (483M). FIQDX pays higher dividends than HBLFX: FIQDX (4.55) vs HBLFX (3.58). FIQDX was incepted earlier than HBLFX: FIQDX (7 years) vs HBLFX (9 years). FIQDX (0.67) is less costly to investors than HBLFX (0.56). HBLFX is a more actively managed with annual turnover of: 61.00 vs. FIQDX (23.00). FIQDX has a lower initial minimum investment than HBLFX: FIQDX (0) vs HBLFX (1000000). FIQDX annual gain was more profitable for investors over the last year : 7.28 vs. HBLFX (2.72). FIQDX return over 5 years is better than : 41.46 vs. HBLFX (18.46).
| FIQDX | HBLFX | FIQDX / HBLFX | |
| Total Expense Ratio | 0.61 | 0.56 | 109% |
| Annual Report Gross Expense Ratio | 0.67 | 0.56 | 120% |
| Fund Existence | 7 years | 9 years | - |
| Gain YTD | 7.845 | 8.799 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 483M | 12B | 4% |
| Annual Yield % from dividends | 4.55 | 3.58 | 127% |
| Returns for 1 year | 7.28 | 2.72 | 267% |
| Returns for 3 years | 18.86 | 20.38 | 93% |
| Returns for 5 years | 41.46 | 18.46 | 225% |
| Returns for 10 years | N/A | N/A | - |
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