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FIKWX vs HBLCX
FIKWX vs HBLCX Comparison
Open Charts FIKWX vs HBLCX
Fidelity Advisor Asset Manager 30% Z
Price$11.95
Change-$0.15 (-1.24%)
VolumeN/A
CapitalizationN/A
Hartford Balanced Income C
Price$13.97
Change-$0.21 (-1.48%)
VolumeN/A
CapitalizationN/A
FIKWX vs HBLCX Comparison Chart
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FIKWX vs. HBLCX 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 HBLCX is a Hold.
FUNDAMENTALS
Fundamentals
HBLCX has more cash in the bank: 11.8B vs. FIKWX (2.02B). FIKWX pays higher dividends than HBLCX: FIKWX (2.82) vs HBLCX (2.65). FIKWX was incepted earlier than HBLCX: FIKWX (6 years) vs HBLCX (18 years). HBLCX is a more actively managed with annual turnover of: 57.00 vs. FIKWX (22.00). FIKWX has a lower initial minimum investment than HBLCX: FIKWX (0) vs HBLCX (2000). FIKWX annual gain was more profitable for investors over the last year : 8.80 vs. HBLCX (8.03). FIKWX return over 5 years is better than : 17.09 vs. HBLCX (10.02).
| FIKWX | HBLCX | FIKWX / HBLCX | |
| 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 | 6.933 | 114% |
| 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 | 2.65 | 106% |
| Returns for 1 year | 8.80 | 8.03 | 110% |
| Returns for 3 years | 2.18 | 1.39 | 157% |
| Returns for 5 years | 17.09 | 10.02 | 171% |
| Returns for 10 years | N/A | 29.33 | - |
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