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FIQDX vs HBLYX
FIQDX vs HBLYX Comparison
Open Charts FIQDX vs HBLYX
Fidelity Advisor Strategic Real Ret Z
Price$8.80
Change-$0.12 (-1.35%)
VolumeN/A
Net Assets489.07M
Hartford Balanced Income Y
Price$15.33
Change+$0.04 (+0.26%)
VolumeN/A
Net Assets11.9B
FIQDX vs HBLYX Comparison Chart in %
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FIQDX vs. HBLYX commentary
Oct 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 Buy and HBLYX is a Buy.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 11.9B vs. FIQDX (489M). FIQDX pays higher dividends than HBLYX: FIQDX (4.48) vs HBLYX (3.44). 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). FIQDX annual gain was more profitable for investors over the last year : 6.38 vs. HBLYX (3.32). FIQDX return over 5 years is better than : 43.35 vs. HBLYX (20.26).
| 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 | 8.297 | 9.405 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 489M | 11.9B | 4% |
| Annual Yield % from dividends | 4.48 | 3.44 | 131% |
| Returns for 1 year | 6.38 | 3.32 | 192% |
| Returns for 3 years | 21.39 | 22.97 | 93% |
| Returns for 5 years | 43.35 | 20.26 | 214% |
| Returns for 10 years | N/A | 51.71 | - |
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