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FIQDX vs HBLCX
FIQDX vs HBLCX Comparison
Open Charts FIQDX vs HBLCX
Fidelity Advisor Strategic Real Ret Z
Price$8.81
Change-$0.02 (-0.23%)
VolumeN/A
Net Assets489.07M
Hartford Balanced Income C
Price$14.75
Change+$0.03 (+0.20%)
VolumeN/A
Net Assets11.81B
FIQDX vs HBLCX Comparison Chart in %
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FIQDX vs. HBLCX commentary
Oct 21, 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 HBLCX is a Hold.
FUNDAMENTALS
Fundamentals
HBLCX has more cash in the bank: 11.8B vs. FIQDX (489M). FIQDX pays higher dividends than HBLCX: FIQDX (4.48) vs HBLCX (2.58). FIQDX was incepted earlier than HBLCX: FIQDX (7 years) vs HBLCX (19 years). HBLCX (1.64) is less costly to investors than FIQDX (0.67). HBLCX is a more actively managed with annual turnover of: 61.00 vs. FIQDX (23.00). FIQDX has a lower initial minimum investment than HBLCX: FIQDX (0) vs HBLCX (2000). FIQDX annual gain was more profitable for investors over the last year : 7.34 vs. HBLCX (1.35). FIQDX return over 5 years is better than : 41.93 vs. HBLCX (11.49).
| FIQDX | HBLCX | FIQDX / HBLCX | |
| Total Expense Ratio | 0.61 | 1.64 | 37% |
| Annual Report Gross Expense Ratio | 0.67 | 1.64 | 41% |
| Fund Existence | 7 years | 19 years | - |
| Gain YTD | 8.420 | 8.089 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | 2000 | - |
| Net Assets | 489M | 11.8B | 4% |
| Annual Yield % from dividends | 4.48 | 2.58 | 174% |
| Returns for 1 year | 7.34 | 1.35 | 546% |
| Returns for 3 years | 23.35 | 21.22 | 110% |
| Returns for 5 years | 41.93 | 11.49 | 365% |
| Returns for 10 years | N/A | 35.29 | - |
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