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FIKWX vs HBLAX
FIKWX vs HBLAX Comparison
Open Charts FIKWX vs HBLAX
Fidelity Advisor Asset Manager 30% Z
Price$11.91
Change+$0.03 (+0.25%)
VolumeN/A
Net Assets1.98B
Hartford Balanced Income A
Price$14.37
Change+$0.04 (+0.28%)
VolumeN/A
Net Assets12.1B
FIKWX vs HBLAX Comparison Chart
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FIKWX vs. HBLAX commentary
Jan 19, 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: 12.1B vs. FIKWX (1.99B). 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). FIKWX annual gain was more profitable for investors over the last year : 8.17 vs. HBLAX (5.97). FIKWX return over 5 years is better than : 15.85 vs. HBLAX (8.26).
| 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 | 0.761 | 1.340 | 57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | 2000 | - |
| Net Assets | 1.99B | 12.1B | 16% |
| Annual Yield % from dividends | 2.82 | 3.35 | 84% |
| Returns for 1 year | 8.17 | 5.97 | 137% |
| Returns for 3 years | 3.30 | 0.35 | 940% |
| Returns for 5 years | 15.85 | 8.26 | 192% |
| Returns for 10 years | N/A | 33.45 | - |
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