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FIKWX vs HBLAX
FIKWX vs HBLAX Comparison
Open Charts FIKWX vs HBLAX
Fidelity Advisor Asset Manager 30% Z
Price$12.73
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets2.03B
Hartford Balanced Income A
Price$15.07
Change-$0.02 (-0.13%)
VolumeN/A
Net Assets11.9B
FIKWX vs HBLAX Comparison Chart in %
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FIKWX vs. HBLAX commentary
Oct 07, 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 Buy and HBLAX is a Buy.
FUNDAMENTALS
Fundamentals
HBLAX has more cash in the bank: 11.9B vs. FIKWX (2.03B). HBLAX pays higher dividends than FIKWX: HBLAX (3.29) vs FIKWX (2.89). FIKWX was incepted earlier than HBLAX: FIKWX (7 years) vs HBLAX (19 years). HBLAX (0.89) is less costly to investors than FIKWX (0.48). HBLAX is a more actively managed with annual turnover of: 61.00 vs. FIKWX (19.00). 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 : 8.45 vs. HBLAX (3.01). FIKWX return over 5 years is better than : 21.56 vs. HBLAX (17.59).
| FIKWX | HBLAX | FIKWX / HBLAX | |
| Total Expense Ratio | 0.48 | 0.89 | 54% |
| Annual Report Gross Expense Ratio | 0.48 | 0.89 | 54% |
| Fund Existence | 7 years | 19 years | - |
| Gain YTD | 9.920 | 9.157 | 108% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | 2000 | - |
| Net Assets | 2.03B | 11.9B | 17% |
| Annual Yield % from dividends | 2.89 | 3.29 | 88% |
| Returns for 1 year | 8.45 | 3.01 | 280% |
| Returns for 3 years | 29.10 | 25.16 | 116% |
| Returns for 5 years | 21.56 | 17.59 | 123% |
| Returns for 10 years | N/A | 46.79 | - |
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