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FIQDX vs HBLRX
FIQDX vs HBLRX Comparison
Open Charts FIQDX vs HBLRX
Fidelity Advisor Strategic Real Ret Z
Price$9.15
Change+$0.37 (+4.21%)
VolumeN/A
Net Assets516.89M
Hartford Balanced Income R3
Price$14.93
Change-$0.19 (-1.26%)
VolumeN/A
Net Assets11.63B
FIQDX vs HBLRX Comparison Chart in %
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FIQDX vs. HBLRX commentary
Feb 04, 2026
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 Buy and HBLRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLRX has more cash in the bank: 11.6B vs. FIQDX (517M). FIQDX pays higher dividends than HBLRX: FIQDX (4.59) vs HBLRX (2.82). FIQDX was incepted earlier than HBLRX: FIQDX (7 years) vs HBLRX (16 years). HBLRX (1.28) is less costly to investors than FIQDX (0.68). HBLRX is a more actively managed with annual turnover of: 90.00 vs. FIQDX (29.00). FIQDX (0) and HBLRX (0) have matching initial minimum investment requirements. FIQDX annual gain was more profitable for investors over the last year : 11.41 vs. HBLRX (5.70). FIQDX return over 5 years is better than : 38.39 vs. HBLRX (8.92).
| FIQDX | HBLRX | FIQDX / HBLRX | |
| Total Expense Ratio | 0.61 | 1.28 | 48% |
| Annual Report Gross Expense Ratio | 0.68 | 1.28 | 53% |
| Fund Existence | 7 years | 16 years | - |
| Gain YTD | 2.715 | 1.981 | 137% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 517M | 11.6B | 4% |
| Annual Yield % from dividends | 4.59 | 2.82 | 163% |
| Returns for 1 year | 11.41 | 5.70 | 200% |
| Returns for 3 years | 22.93 | 14.29 | 160% |
| Returns for 5 years | 38.39 | 8.92 | 431% |
| Returns for 10 years | N/A | 47.10 | - |
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