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FIQDX vs HBLIX
FIQDX vs HBLIX Comparison
Open Charts FIQDX vs HBLIX
Fidelity Advisor Strategic Real Ret Z
Price$8.65
Change+$0.01 (+0.12%)
VolumeN/A
Net Assets480.98M
Hartford Balanced Income I
Price$14.78
Change+$0.02 (+0.14%)
VolumeN/A
Net Assets11.81B
FIQDX vs HBLIX Comparison Chart in %
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FIQDX vs. HBLIX commentary
Aug 08, 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 HBLIX is a Hold.
FUNDAMENTALS
Fundamentals
HBLIX has more cash in the bank: 11.8B vs. FIQDX (481M). FIQDX pays higher dividends than HBLIX: FIQDX (4.64) vs HBLIX (3.58). FIQDX was incepted earlier than HBLIX: FIQDX (7 years) vs HBLIX (15 years). FIQDX (0.67) and HBLIX (0.65) have similar cost to investors . HBLIX is a more actively managed with annual turnover of: 61.00 vs. FIQDX (23.00). FIQDX has a lower initial minimum investment than HBLIX: FIQDX (0) vs HBLIX (2000). FIQDX annual gain was more profitable for investors over the last year : 7.49 vs. HBLIX (5.36). FIQDX return over 5 years is better than : 38.69 vs. HBLIX (14.44).
| FIQDX | HBLIX | FIQDX / HBLIX | |
| Total Expense Ratio | 0.61 | 0.65 | 94% |
| Annual Report Gross Expense Ratio | 0.67 | 0.65 | 103% |
| Fund Existence | 7 years | 15 years | - |
| Gain YTD | 4.695 | 6.020 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 481M | 11.8B | 4% |
| Annual Yield % from dividends | 4.64 | 3.58 | 130% |
| Returns for 1 year | 7.49 | 5.36 | 140% |
| Returns for 3 years | 13.11 | 12.82 | 102% |
| Returns for 5 years | 38.69 | 14.44 | 268% |
| Returns for 10 years | N/A | 42.86 | - |
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