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FIQDX vs HBLYX
FIQDX vs HBLYX Comparison
Open Charts FIQDX vs HBLYX
Fidelity Advisor Strategic Real Ret Z
Price$8.83
Change-$0.02 (-0.23%)
VolumeN/A
Net Assets500.58M
Hartford Balanced Income Y
Price$15.20
Change-$0.03 (-0.20%)
VolumeN/A
Net Assets11.59B
FIQDX vs HBLYX Comparison Chart in %
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FIQDX vs. HBLYX commentary
Nov 20, 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 Hold.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 11.6B vs. FIQDX (501M). FIQDX pays higher dividends than HBLYX: FIQDX (4.82) 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 : 7.83 vs. HBLYX (3.31). FIQDX return over 5 years is better than : 39.66 vs. HBLYX (13.89).
| 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 | 8.912 | 8.691 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 501M | 11.6B | 4% |
| Annual Yield % from dividends | 4.82 | 3.44 | 140% |
| Returns for 1 year | 7.83 | 3.31 | 236% |
| Returns for 3 years | 20.27 | 17.36 | 117% |
| Returns for 5 years | 39.66 | 13.89 | 285% |
| Returns for 10 years | N/A | 46.70 | - |
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