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FIQDX vs HBLIX
FIQDX vs HBLIX Comparison
Open Charts FIQDX vs HBLIX
Fidelity Advisor Strategic Real Ret Z
Price$8.75
Change-$0.01 (-0.11%)
VolumeN/A
Net Assets492.74M
Hartford Balanced Income I
Price$14.79
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets11.95B
FIQDX vs HBLIX Comparison Chart in %
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FIQDX vs. HBLIX commentary
Jul 06, 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 (493M). FIQDX pays higher dividends than HBLIX: FIQDX (4.71) 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). HBLIX (6.97) and FIQDX (6.83) have marching annual gain over last year. FIQDX return over 5 years is better than : 44.61 vs. HBLIX (19.44).
| 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 | 4.889 | 6.236 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 493M | 12B | 4% |
| Annual Yield % from dividends | 4.71 | 3.58 | 131% |
| Returns for 1 year | 6.83 | 6.97 | 98% |
| Returns for 3 years | 16.90 | 17.06 | 99% |
| Returns for 5 years | 44.61 | 19.44 | 229% |
| Returns for 10 years | N/A | 44.23 | - |
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