Interact to see
Advertisement
Advertisement
FIQDX vs HBLYX
FIQDX vs HBLYX Comparison
Open Charts FIQDX vs HBLYX
Fidelity Advisor Strategic Real Ret Z
Price$8.65
Change+$0.01 (+0.12%)
VolumeN/A
Net Assets480.98M
Hartford Balanced Income Y
Price$15.01
Change+$0.03 (+0.20%)
VolumeN/A
Net Assets11.81B
FIQDX vs HBLYX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FIQDX vs. HBLYX commentary
Aug 08, 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 Hold.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 11.8B vs. FIQDX (481M). FIQDX pays higher dividends than HBLYX: FIQDX (4.64) vs HBLYX (3.51). 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 : 7.49 vs. HBLYX (5.32). FIQDX return over 5 years is better than : 38.69 vs. HBLYX (14.36).
| 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 | 4.695 | 5.995 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 481M | 11.8B | 4% |
| Annual Yield % from dividends | 4.64 | 3.51 | 132% |
| Returns for 1 year | 7.49 | 5.32 | 141% |
| Returns for 3 years | 13.11 | 12.75 | 103% |
| Returns for 5 years | 38.69 | 14.36 | 269% |
| Returns for 10 years | N/A | 43.24 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| PIZ | 46.52 | 0.23 | +0.50% |
| Invesco DW Developed Markets Momt ETF | |||
| GSIB | 45.45 | 0.22 | +0.49% |
| Themes Global Systemically Imp Bks ETF | |||
| VSMV | 49.77 | 0.03 | +0.06% |
| VictoryShares US Mult-Fctr Mnmm Vltl ETF | |||
| NDAA | 20.52 | N/A | N/A |
| Ned Davis Research 360 Dyn Allc ETF | |||
| PRFZ | 41.67 | -0.02 | -0.05% |
| Invesco RAFI US 1500 Small-Mid ETF | |||