Ad is loading...
Ad is loading...
FIQDX vs HBLYX
FIQDX vs HBLYX Comparison
Open Charts FIQDX vs HBLYX
Fidelity Advisor Strategic Real Ret Z
Price$8.54
Change-$0.01 (-0.12%)
VolumeN/A
CapitalizationN/A
Hartford Balanced Income Y
Price$15.26
Change-$0.04 (-0.26%)
VolumeN/A
CapitalizationN/A
FIQDX vs HBLYX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FIQDX vs. HBLYX commentary
Nov 18, 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 StrongBuy and HBLYX is a Buy.
FUNDAMENTALS
Fundamentals
HBLYX has more cash in the bank: 12.4B vs. FIQDX (496M). 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 : 15.46 vs. FIQDX (9.59). FIQDX return over 5 years is better than : 31.26 vs. HBLYX (16.30).
| 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 | 6.104 | 7.985 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 496M | 12.4B | 4% |
| Annual Yield % from dividends | 5.27 | 3.51 | 150% |
| Returns for 1 year | 9.59 | 15.46 | 62% |
| Returns for 3 years | 7.82 | -0.32 | -2,453% |
| Returns for 5 years | 31.26 | 16.30 | 192% |
| Returns for 10 years | N/A | 39.87 | - |
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 % |
| GXLM | 28.24 | 3.24 | +12.96% |
| Grayscale Stellar Lumens Trust (XLM) | |||
| FLBL | 24.30 | 0.02 | +0.08% |
| Franklin Senior Loan ETF | |||
| HEFA | 34.80 | -0.18 | -0.51% |
| iShares Currency Hedged MSCI EAFE ETF | |||
| RPHS | 10.52 | -0.12 | -1.15% |
| Regents Park Hedged Market Strategy ETF | |||
| FLRG | 34.47 | -0.44 | -1.27% |
| Fidelity U.S. Multifactor ETF | |||