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FIQDX vs HBLYX
FIQDX vs HBLYX Comparison
Open Charts FIQDX vs HBLYX
Fidelity Advisor Strategic Real Ret Z
Price$8.63
Change-$0.03 (-0.35%)
VolumeN/A
Net Assets487.18M
Hartford Balanced Income Y
Price$14.82
Change-$0.02 (-0.13%)
VolumeN/A
Net Assets12.12B
FIQDX vs HBLYX Comparison Chart
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FIQDX vs. HBLYX commentary
Feb 23, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 12.1B vs. FIQDX (487M). FIQDX pays higher dividends than HBLYX: FIQDX (5.27) vs HBLYX (3.51). FIQDX was incepted earlier than HBLYX: FIQDX (6 years) vs HBLYX (19 years). HBLYX is a more actively managed with annual turnover of: 57.00 vs. FIQDX (29.00). 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 : 9.73 vs. HBLYX (6.80). FIQDX return over 5 years is better than : 32.43 vs. HBLYX (10.09).
| FIQDX | HBLYX | FIQDX / HBLYX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 6 years | 19 years | - |
| Gain YTD | 2.738 | 2.988 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 487M | 12.1B | 4% |
| Annual Yield % from dividends | 5.27 | 3.51 | 150% |
| Returns for 1 year | 9.73 | 6.80 | 143% |
| Returns for 3 years | 10.29 | 5.40 | 191% |
| Returns for 5 years | 32.43 | 10.09 | 321% |
| Returns for 10 years | N/A | 36.83 | - |
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