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FIQDX vs HBLYX
FIQDX vs HBLYX Comparison
Open Charts FIQDX vs HBLYX
Fidelity Advisor Strategic Real Ret Z
Price$8.52
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets488.39M
Hartford Balanced Income Y
Price$14.53
Change-$0.01 (-0.07%)
VolumeN/A
Net Assets11.63B
FIQDX vs HBLYX Comparison Chart
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FIQDX vs. HBLYX commentary
May 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 Hold and HBLYX is a Buy.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 11.6B vs. FIQDX (488M). FIQDX pays higher dividends than HBLYX: FIQDX (4.83) vs HBLYX (3.57). 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 : 4.03 vs. HBLYX (2.14). FIQDX return over 5 years is better than : 46.42 vs. HBLYX (18.27).
| 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 | 2.132 | 1.977 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 488M | 11.6B | 4% |
| Annual Yield % from dividends | 4.83 | 3.57 | 135% |
| Returns for 1 year | 4.03 | 2.14 | 189% |
| Returns for 3 years | 7.92 | 9.46 | 84% |
| Returns for 5 years | 46.42 | 18.27 | 254% |
| Returns for 10 years | N/A | 35.47 | - |
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