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FIKWX vs HBLAX
FIKWX vs HBLAX Comparison
Open Charts FIKWX vs HBLAX
Fidelity Advisor Asset Manager 30% Z
Price$12.09
Change-$0.03 (-0.25%)
VolumeN/A
CapitalizationN/A
Hartford Balanced Income A
Price$15.24
Change-$0.02 (-0.13%)
VolumeN/A
CapitalizationN/A
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FIKWX vs HBLAX Comparison Chart
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FIKWX vs. HBLAX commentary
Oct 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 FIKWX is a StrongBuy and HBLAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLAX has more cash in the bank: 12.7B vs. FIKWX (2.05B). HBLAX pays higher dividends than FIKWX: HBLAX (3.35) vs FIKWX (2.82). FIKWX was incepted earlier than HBLAX: FIKWX (6 years) vs HBLAX (18 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). HBLAX annual gain was more profitable for investors over the last year : 19.94 vs. FIKWX (16.77). FIKWX return over 5 years is better than : 20.02 vs. HBLAX (18.19).
| FIKWX | HBLAX | FIKWX / HBLAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 6 years | 18 years | - |
| Gain YTD | 7.582 | 9.298 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | 2000 | - |
| Net Assets | 2.05B | 12.7B | 16% |
| Annual Yield % from dividends | 2.82 | 3.35 | 84% |
| Returns for 1 year | 16.77 | 19.94 | 84% |
| Returns for 3 years | 1.72 | 1.10 | 157% |
| Returns for 5 years | 20.02 | 18.19 | 110% |
| Returns for 10 years | N/A | 42.53 | - |
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