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FIQDX vs HBLIX
FIQDX vs HBLIX Comparison
Open Charts FIQDX vs HBLIX
Fidelity Advisor Strategic Real Ret Z
Price$8.69
Change+$0.01 (+0.12%)
VolumeN/A
Net Assets496.03M
Hartford Balanced Income I
Price$14.52
Change+$0.05 (+0.35%)
VolumeN/A
Net Assets11.95B
FIQDX vs HBLIX Comparison Chart
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FIQDX vs. HBLIX commentary
Apr 04, 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 Buy.
FUNDAMENTALS
Fundamentals
HBLIX has more cash in the bank: 12B 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 : 7.50 vs. HBLIX (4.56). FIQDX return over 5 years is better than : 58.47 vs. HBLIX (29.82).
| 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 | 3.333 | 3.005 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 496M | 12B | 4% |
| Annual Yield % from dividends | 4.73 | 3.60 | 131% |
| Returns for 1 year | 7.50 | 4.56 | 165% |
| Returns for 3 years | 5.71 | 4.67 | 122% |
| Returns for 5 years | 58.47 | 29.82 | 196% |
| Returns for 10 years | N/A | 37.31 | - |
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