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FIQDX vs HBLTX
FIQDX vs HBLTX Comparison
Open Charts FIQDX vs HBLTX
Fidelity Advisor Strategic Real Ret Z
Price$8.90
Change+$0.01 (+0.11%)
VolumeN/A
Net Assets482.75M
Hartford Balanced Income R5
Price$15.24
Change-$0.01 (-0.07%)
VolumeN/A
Net Assets11.96B
FIQDX vs HBLTX Comparison Chart in %
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FIQDX vs. HBLTX commentary
Sep 18, 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 HBLTX is a Hold.
FUNDAMENTALS
Fundamentals
HBLTX has more cash in the bank: 12B vs. FIQDX (483M). FIQDX pays higher dividends than HBLTX: FIQDX (4.55) vs HBLTX (3.46). FIQDX was incepted earlier than HBLTX: FIQDX (7 years) vs HBLTX (15 years). FIQDX (0.67) and HBLTX (0.66) have similar cost to investors . HBLTX is a more actively managed with annual turnover of: 61.00 vs. FIQDX (23.00). FIQDX (0) and HBLTX (0) have matching initial minimum investment requirements. FIQDX annual gain was more profitable for investors over the last year : 7.28 vs. HBLTX (2.80). FIQDX return over 5 years is better than : 41.13 vs. HBLTX (17.67).
| FIQDX | HBLTX | FIQDX / HBLTX | |
| Total Expense Ratio | 0.61 | 0.66 | 92% |
| Annual Report Gross Expense Ratio | 0.67 | 0.66 | 102% |
| Fund Existence | 7 years | 15 years | - |
| Gain YTD | 7.724 | 8.749 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 483M | 12B | 4% |
| Annual Yield % from dividends | 4.55 | 3.46 | 131% |
| Returns for 1 year | 7.28 | 2.80 | 260% |
| Returns for 3 years | 18.72 | 20.11 | 93% |
| Returns for 5 years | 41.13 | 17.67 | 233% |
| Returns for 10 years | N/A | 51.21 | - |
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