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FIQDX vs HBLYX
FIQDX vs HBLYX Comparison
Open Charts FIQDX vs HBLYX
Fidelity Advisor Strategic Real Ret Z
Price$8.57
Change-$0.12 (-1.38%)
VolumeN/A
Net Assets496.03M
Hartford Balanced Income Y
Price$14.51
Change-$0.23 (-1.56%)
VolumeN/A
Net Assets11.99B
FIQDX vs HBLYX Comparison Chart
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FIQDX vs. HBLYX commentary
Apr 04, 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 (496M). FIQDX pays higher dividends than HBLYX: FIQDX (4.73) vs HBLYX (3.53). 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 : 7.24 vs. HBLYX (4.89). FIQDX return over 5 years is better than : 58.65 vs. HBLYX (30.28).
| 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 | 3.452 | 3.380 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 496M | 12B | 4% |
| Annual Yield % from dividends | 4.73 | 3.53 | 134% |
| Returns for 1 year | 7.24 | 4.89 | 148% |
| Returns for 3 years | 5.62 | 5.13 | 110% |
| Returns for 5 years | 58.65 | 30.28 | 194% |
| Returns for 10 years | N/A | 37.93 | - |
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