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FIQDX vs HBLRX
FIQDX vs HBLRX Comparison
Open Charts FIQDX vs HBLRX
Fidelity Advisor Strategic Real Ret Z
Price$8.33
Change-$0.24 (-2.80%)
VolumeN/A
CapitalizationN/A
Hartford Balanced Income R3
Price$14.33
Change-$0.21 (-1.44%)
VolumeN/A
CapitalizationN/A
FIQDX vs HBLRX Comparison Chart
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FIQDX vs. HBLRX commentary
Dec 19, 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 Sell and HBLRX is a Hold.
FUNDAMENTALS
Fundamentals
HBLRX has more cash in the bank: 11.8B vs. FIQDX (501M). FIQDX pays higher dividends than HBLRX: FIQDX (5.27) vs HBLRX (2.97). FIQDX was incepted earlier than HBLRX: FIQDX (6 years) vs HBLRX (15 years). HBLRX is a more actively managed with annual turnover of: 57.00 vs. FIQDX (29.00). FIQDX (0) and HBLRX (0) have matching initial minimum investment requirements. HBLRX annual gain was more profitable for investors over the last year : 8.40 vs. FIQDX (7.09). FIQDX return over 5 years is better than : 30.48 vs. HBLRX (12.02).
| FIQDX | HBLRX | FIQDX / HBLRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 6 years | 15 years | - |
| Gain YTD | 6.477 | 7.224 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 501M | 11.8B | 4% |
| Annual Yield % from dividends | 5.27 | 2.97 | 177% |
| Returns for 1 year | 7.09 | 8.40 | 84% |
| Returns for 3 years | 9.85 | 2.58 | 382% |
| Returns for 5 years | 30.48 | 12.02 | 253% |
| Returns for 10 years | N/A | 34.24 | - |
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