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FIQDX vs HBLRX
FIQDX vs HBLRX Comparison
Open Charts FIQDX vs HBLRX
Fidelity Advisor Strategic Real Ret Z
Price$8.48
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets488.39M
Hartford Balanced Income R3
Price$14.35
Change-$0.01 (-0.07%)
VolumeN/A
Net Assets11.65B
FIQDX vs HBLRX Comparison Chart
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FIQDX vs. HBLRX commentary
May 09, 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 Buy and HBLRX is a Buy.
FUNDAMENTALS
Fundamentals
HBLRX has more cash in the bank: 11.7B vs. FIQDX (488M). FIQDX pays higher dividends than HBLRX: FIQDX (4.83) vs HBLRX (2.99). 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 : 5.13 vs. HBLRX (2.44). FIQDX return over 5 years is better than : 46.71 vs. HBLRX (16.20).
| 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 | 1.652 | 1.481 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 488M | 11.7B | 4% |
| Annual Yield % from dividends | 4.83 | 2.99 | 162% |
| Returns for 1 year | 5.13 | 2.44 | 211% |
| Returns for 3 years | 9.27 | 7.90 | 117% |
| Returns for 5 years | 46.71 | 16.20 | 288% |
| Returns for 10 years | N/A | 28.50 | - |
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