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FIQDX vs HBLIX
FIQDX vs HBLIX Comparison
Open Charts FIQDX vs HBLIX
Fidelity Advisor Strategic Real Ret Z
Price$8.62
Change-$0.01 (-0.12%)
VolumeN/A
CapitalizationN/A
Hartford Balanced Income I
Price$15.24
Change-$0.02 (-0.13%)
VolumeN/A
CapitalizationN/A
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FIQDX vs HBLIX Comparison Chart
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FIQDX vs. HBLIX commentary
Oct 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 StrongBuy.
FUNDAMENTALS
Fundamentals
HBLIX has more cash in the bank: 12.7B vs. FIQDX (505M). 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 : 19.38 vs. FIQDX (10.88). FIQDX return over 5 years is better than : 32.48 vs. HBLIX (19.64).
| 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 | 7.222 | 9.638 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 505M | 12.7B | 4% |
| Annual Yield % from dividends | 5.27 | 3.59 | 147% |
| Returns for 1 year | 10.88 | 19.38 | 56% |
| Returns for 3 years | 9.55 | 1.66 | 574% |
| Returns for 5 years | 32.48 | 19.64 | 165% |
| Returns for 10 years | N/A | 46.10 | - |
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