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FIQDX vs HBLRX
FIQDX vs HBLRX Comparison
Open Charts FIQDX vs HBLRX
Fidelity Advisor Strategic Real Ret Z
Price$8.28
Change-$0.29 (-3.38%)
VolumeN/A
Net Assets496.03M
Hartford Balanced Income R3
Price$14.00
Change-$0.37 (-2.57%)
VolumeN/A
Net Assets11.8B
FIQDX vs HBLRX Comparison Chart
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FIQDX vs. HBLRX commentary
Apr 05, 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 Hold and HBLRX is a Hold.
FUNDAMENTALS
Fundamentals
HBLRX has more cash in the bank: 11.8B vs. FIQDX (496M). FIQDX pays higher dividends than HBLRX: FIQDX (4.73) vs HBLRX (2.96). 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 : 7.24 vs. HBLRX (4.22). FIQDX return over 5 years is better than : 58.65 vs. HBLRX (26.71).
| 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 | 3.452 | 3.177 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 496M | 11.8B | 4% |
| Annual Yield % from dividends | 4.73 | 2.96 | 160% |
| Returns for 1 year | 7.24 | 4.22 | 172% |
| Returns for 3 years | 5.62 | 3.24 | 173% |
| Returns for 5 years | 58.65 | 26.71 | 220% |
| Returns for 10 years | N/A | 30.74 | - |
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