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FIKWX vs HBLAX
FIKWX vs HBLAX Comparison
Open Charts FIKWX vs HBLAX
Fidelity Advisor Asset Manager 30% Z
Price$12.04
Change-$0.04 (-0.33%)
VolumeN/A
Net Assets2B
Hartford Balanced Income A
Price$14.59
Change-$0.02 (-0.14%)
VolumeN/A
Net Assets12.12B
FIKWX vs HBLAX Comparison Chart
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FIKWX vs. HBLAX commentary
Feb 23, 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 FIKWX is a StrongBuy and HBLAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLAX has more cash in the bank: 12.1B vs. FIKWX (2B). HBLAX pays higher dividends than FIKWX: HBLAX (3.35) vs FIKWX (2.82). FIKWX was incepted earlier than HBLAX: FIKWX (6 years) vs HBLAX (19 years). HBLAX is a more actively managed with annual turnover of: 57.00 vs. FIKWX (22.00). FIKWX has a lower initial minimum investment than HBLAX: FIKWX (0) vs HBLAX (2000). FIKWX annual gain was more profitable for investors over the last year : 7.61 vs. HBLAX (6.46). FIKWX return over 5 years is better than : 16.31 vs. HBLAX (8.83).
| FIKWX | HBLAX | FIKWX / HBLAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 6 years | 19 years | - |
| Gain YTD | 2.022 | 2.891 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | 2000 | - |
| Net Assets | 2B | 12.1B | 17% |
| Annual Yield % from dividends | 2.82 | 3.35 | 84% |
| Returns for 1 year | 7.61 | 6.46 | 118% |
| Returns for 3 years | 6.77 | 4.60 | 147% |
| Returns for 5 years | 16.31 | 8.83 | 185% |
| Returns for 10 years | N/A | 33.61 | - |
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