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FIQDX vs HBLRX
FIQDX vs HBLRX Comparison
Open Charts FIQDX vs HBLRX
Fidelity Advisor Strategic Real Ret Z
Price$8.65
Change+$0.01 (+0.12%)
VolumeN/A
Net Assets480.98M
Hartford Balanced Income R3
Price$14.85
Change+$0.02 (+0.13%)
VolumeN/A
Net Assets11.81B
FIQDX vs HBLRX Comparison Chart in %
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FIQDX vs. HBLRX commentary
Aug 08, 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 HBLRX is a Hold.
FUNDAMENTALS
Fundamentals
HBLRX has more cash in the bank: 11.8B vs. FIQDX (481M). FIQDX pays higher dividends than HBLRX: FIQDX (4.64) vs HBLRX (2.94). FIQDX was incepted earlier than HBLRX: FIQDX (7 years) vs HBLRX (15 years). HBLRX (1.28) is less costly to investors than FIQDX (0.67). HBLRX is a more actively managed with annual turnover of: 61.00 vs. FIQDX (23.00). FIQDX (0) and HBLRX (0) have matching initial minimum investment requirements. FIQDX annual gain was more profitable for investors over the last year : 7.49 vs. HBLRX (4.66). FIQDX return over 5 years is better than : 38.69 vs. HBLRX (11.12).
| FIQDX | HBLRX | FIQDX / HBLRX | |
| Total Expense Ratio | 0.61 | 1.28 | 48% |
| Annual Report Gross Expense Ratio | 0.67 | 1.28 | 52% |
| Fund Existence | 7 years | 15 years | - |
| Gain YTD | 4.695 | 5.587 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 481M | 11.8B | 4% |
| Annual Yield % from dividends | 4.64 | 2.94 | 158% |
| Returns for 1 year | 7.49 | 4.66 | 161% |
| Returns for 3 years | 13.11 | 10.73 | 122% |
| Returns for 5 years | 38.69 | 11.12 | 348% |
| Returns for 10 years | N/A | 35.81 | - |
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