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FIQDX vs HBLIX
FIQDX vs HBLIX Comparison
Open Charts FIQDX vs HBLIX
Fidelity Advisor Strategic Real Ret Z
Price$8.54
Change-$0.01 (-0.12%)
VolumeN/A
CapitalizationN/A
Hartford Balanced Income I
Price$15.04
Change-$0.04 (-0.27%)
VolumeN/A
CapitalizationN/A
FIQDX vs HBLIX Comparison Chart
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FIQDX vs. HBLIX commentary
Nov 18, 2024
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: 12.4B vs. FIQDX (496M). FIQDX pays higher dividends than HBLIX: FIQDX (5.27) vs HBLIX (3.59). FIQDX was incepted earlier than HBLIX: FIQDX (6 years) vs HBLIX (15 years). HBLIX is a more actively managed with annual turnover of: 57.00 vs. FIQDX (29.00). FIQDX has a lower initial minimum investment than HBLIX: FIQDX (0) vs HBLIX (2000). HBLIX annual gain was more profitable for investors over the last year : 15.49 vs. FIQDX (9.59). FIQDX return over 5 years is better than : 31.26 vs. HBLIX (16.24).
| FIQDX | HBLIX | FIQDX / HBLIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 6 years | 15 years | - |
| Gain YTD | 6.104 | 8.057 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 496M | 12.4B | 4% |
| Annual Yield % from dividends | 5.27 | 3.59 | 147% |
| Returns for 1 year | 9.59 | 15.49 | 62% |
| Returns for 3 years | 7.82 | -0.34 | -2,293% |
| Returns for 5 years | 31.26 | 16.24 | 192% |
| Returns for 10 years | N/A | 39.40 | - |
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