Ad is loading...
FIQDX vs HBLYX
FIQDX vs HBLYX Comparison
Open Charts FIQDX vs HBLYX
Fidelity Advisor Strategic Real Ret Z
Price$8.33
Change-$0.24 (-2.80%)
VolumeN/A
CapitalizationN/A
Hartford Balanced Income Y
Price$14.48
Change-$0.22 (-1.50%)
VolumeN/A
CapitalizationN/A
FIQDX vs HBLYX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FIQDX vs. HBLYX commentary
Dec 19, 2024
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 Sell and HBLYX is a Hold.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 11.8B vs. FIQDX (501M). FIQDX pays higher dividends than HBLYX: FIQDX (5.27) vs HBLYX (3.51). FIQDX was incepted earlier than HBLYX: FIQDX (6 years) vs HBLYX (18 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). HBLYX annual gain was more profitable for investors over the last year : 9.02 vs. FIQDX (7.09). FIQDX return over 5 years is better than : 30.48 vs. HBLYX (15.15).
| FIQDX | HBLYX | FIQDX / HBLYX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 6 years | 18 years | - |
| Gain YTD | 6.477 | 7.844 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 501M | 11.8B | 4% |
| Annual Yield % from dividends | 5.27 | 3.51 | 150% |
| Returns for 1 year | 7.09 | 9.02 | 79% |
| Returns for 3 years | 9.85 | 4.49 | 219% |
| Returns for 5 years | 30.48 | 15.15 | 201% |
| Returns for 10 years | N/A | 41.42 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| IDRV | 30.40 | 0.18 | +0.58% |
| iShares Self-Driving EV and Tech ETF | |||
| LGOV | 21.20 | 0.02 | +0.09% |
| First Trust Long Duration Opp ETF | |||
| RPHS | 10.42 | -0.04 | -0.39% |
| Regents Park Hedged Market Strategy ETF | |||
| JGRO | 84.34 | -0.40 | -0.47% |
| JPMorgan Active Growth ETF | |||
| SPCX | 23.50 | -0.12 | -0.51% |
| SPAC and New Issue ETF | |||