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FIKWX vs HBLAX
FIKWX vs HBLAX Comparison
Open Charts FIKWX vs HBLAX
Fidelity Advisor Asset Manager 30% Z
Price$11.95
Change-$0.15 (-1.24%)
VolumeN/A
CapitalizationN/A
Hartford Balanced Income A
Price$14.26
Change-$0.21 (-1.45%)
VolumeN/A
CapitalizationN/A
FIKWX vs HBLAX Comparison Chart
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FIKWX vs. HBLAX commentary
Dec 19, 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 Hold.
FUNDAMENTALS
Fundamentals
HBLAX has more cash in the bank: 11.8B vs. FIKWX (2.02B). 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 (8.80) and HBLAX (8.79) have marching annual gain over last year. FIKWX return over 5 years is better than : 17.09 vs. HBLAX (13.84).
| 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 | 7.870 | 7.649 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | 2000 | - |
| Net Assets | 2.02B | 11.8B | 17% |
| Annual Yield % from dividends | 2.82 | 3.35 | 84% |
| Returns for 1 year | 8.80 | 8.79 | 100% |
| Returns for 3 years | 2.18 | 3.77 | 58% |
| Returns for 5 years | 17.09 | 13.84 | 124% |
| Returns for 10 years | N/A | 38.11 | - |
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