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FIQDX vs HBLTX
FIQDX vs HBLTX Comparison
Open Charts FIQDX vs HBLTX
Fidelity Advisor Strategic Real Ret Z
Price$8.75
Change-$0.01 (-0.11%)
VolumeN/A
Net Assets492.74M
Hartford Balanced Income R5
Price$14.90
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets11.95B
FIQDX vs HBLTX Comparison Chart in %
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FIQDX vs. HBLTX commentary
Jul 06, 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 Buy.
FUNDAMENTALS
Fundamentals
HBLTX has more cash in the bank: 12B vs. FIQDX (493M). FIQDX pays higher dividends than HBLTX: FIQDX (4.71) vs HBLTX (3.54). 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. HBLTX (6.97) and FIQDX (6.83) have marching annual gain over last year. FIQDX return over 5 years is better than : 44.61 vs. HBLTX (19.41).
| 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 | 4.889 | 6.253 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 493M | 12B | 4% |
| Annual Yield % from dividends | 4.71 | 3.54 | 133% |
| Returns for 1 year | 6.83 | 6.97 | 98% |
| Returns for 3 years | 16.90 | 17.02 | 99% |
| Returns for 5 years | 44.61 | 19.41 | 230% |
| Returns for 10 years | N/A | 44.20 | - |
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