Interact to see
Advertisement
Advertisement
FIQDX vs HBLYX
FIQDX vs HBLYX Comparison
Open Charts FIQDX vs HBLYX
Fidelity Advisor Strategic Real Ret Z
Price$8.75
Change-$0.01 (-0.11%)
VolumeN/A
Net Assets492.74M
Hartford Balanced Income Y
Price$15.02
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets11.95B
FIQDX vs HBLYX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FIQDX vs. HBLYX 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 HBLYX is a Buy.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 12B vs. FIQDX (493M). FIQDX pays higher dividends than HBLYX: FIQDX (4.71) vs HBLYX (3.51). FIQDX was incepted earlier than HBLYX: FIQDX (7 years) vs HBLYX (19 years). FIQDX (0.67) and HBLYX (0.67) have similar cost to investors . HBLYX is a more actively managed with annual turnover of: 61.00 vs. FIQDX (23.00). FIQDX has a lower initial minimum investment than HBLYX: FIQDX (0) vs HBLYX (250000). HBLYX (6.98) and FIQDX (6.83) have marching annual gain over last year. FIQDX return over 5 years is better than : 44.61 vs. HBLYX (19.46).
| FIQDX | HBLYX | FIQDX / HBLYX | |
| Total Expense Ratio | 0.61 | 0.67 | 91% |
| Annual Report Gross Expense Ratio | 0.67 | 0.67 | 100% |
| Fund Existence | 7 years | 19 years | - |
| Gain YTD | 4.889 | 6.278 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 493M | 12B | 4% |
| Annual Yield % from dividends | 4.71 | 3.51 | 134% |
| Returns for 1 year | 6.83 | 6.98 | 98% |
| Returns for 3 years | 16.90 | 17.09 | 99% |
| Returns for 5 years | 44.61 | 19.46 | 229% |
| Returns for 10 years | N/A | 44.69 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| GTEK | 36.41 | 0.67 | +1.87% |
| Goldman Sachs Future Tech Leaders Eq ETF | |||
| XUSP | 42.77 | 0.53 | +1.25% |
| Innovator Uncapped Accelerated US Eq ETF | |||
| VMO | 9.33 | 0.06 | +0.65% |
| Invesco Municipal Opportunity Trust | |||
| SCZ | 73.02 | 0.25 | +0.34% |
| iShares MSCI EAFE Small-Cap ETF | |||
| IBHK | 25.86 | 0.04 | +0.14% |
| iShares iBonds 2031 Ter Hi Yld AndIncETF | |||