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FIQDX vs HBLFX
FIQDX vs HBLFX Comparison
Open Charts FIQDX vs HBLFX
Fidelity Advisor Strategic Real Ret Z
Price$8.75
Change-$0.01 (-0.11%)
VolumeN/A
Net Assets492.74M
Hartford Balanced Income F
Price$14.80
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets11.95B
FIQDX vs HBLFX Comparison Chart in %
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FIQDX vs. HBLFX 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 HBLFX is a Buy.
FUNDAMENTALS
Fundamentals
HBLFX has more cash in the bank: 12B vs. FIQDX (493M). FIQDX pays higher dividends than HBLFX: FIQDX (4.71) vs HBLFX (3.66). FIQDX was incepted earlier than HBLFX: FIQDX (7 years) vs HBLFX (8 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). HBLFX (7.06) and FIQDX (6.83) have marching annual gain over last year. FIQDX return over 5 years is better than : 44.61 vs. HBLFX (19.90).
| 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 | 8 years | - |
| Gain YTD | 4.889 | 6.356 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 493M | 12B | 4% |
| Annual Yield % from dividends | 4.71 | 3.66 | 128% |
| Returns for 1 year | 6.83 | 7.06 | 97% |
| Returns for 3 years | 16.90 | 17.35 | 97% |
| Returns for 5 years | 44.61 | 19.90 | 224% |
| Returns for 10 years | N/A | N/A | - |
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