Ad is loading...
FIQDX vs HBLIX
FIQDX vs HBLIX Comparison
Open Charts FIQDX vs HBLIX
Fidelity Advisor Strategic Real Ret Z
Price$8.47
Change+$0.05 (+0.59%)
VolumeN/A
Net Assets496.03M
Hartford Balanced Income I
Price$14.22
Change+$0.12 (+0.85%)
VolumeN/A
Net Assets11.55B
FIQDX vs HBLIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FIQDX vs. HBLIX commentary
Apr 25, 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 Buy and HBLIX is a Buy.
FUNDAMENTALS
Fundamentals
HBLIX has more cash in the bank: 11.5B vs. FIQDX (496M). FIQDX pays higher dividends than HBLIX: FIQDX (4.73) vs HBLIX (3.60). 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 : 5.26 vs. HBLIX (3.40). FIQDX return over 5 years is better than : 48.05 vs. HBLIX (17.66).
| 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 | 0.933 | 0.371 | 251% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 496M | 11.5B | 4% |
| Annual Yield % from dividends | 4.73 | 3.60 | 131% |
| Returns for 1 year | 5.26 | 3.40 | 155% |
| Returns for 3 years | 4.33 | 5.27 | 82% |
| Returns for 5 years | 48.05 | 17.66 | 272% |
| Returns for 10 years | N/A | 32.15 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...