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FIKWX vs HBLCX
FIKWX vs HBLCX Comparison
Open Charts FIKWX vs HBLCX
Fidelity Advisor Asset Manager 30% Z
Price$12.12
Change-$0.07 (-0.57%)
VolumeN/A
Net Assets1.97B
Hartford Balanced Income C
Price$14.31
Change-$0.08 (-0.56%)
VolumeN/A
Net Assets11.79B
FIKWX vs HBLCX Comparison Chart
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FIKWX vs. HBLCX commentary
Jun 15, 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 HBLCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLCX has more cash in the bank: 11.8B vs. FIKWX (1.97B). FIKWX pays higher dividends than HBLCX: FIKWX (3.01) vs HBLCX (2.65). FIKWX was incepted earlier than HBLCX: FIKWX (7 years) vs HBLCX (19 years). HBLCX (1.64) is less costly to investors than FIKWX (0.48). HBLCX is a more actively managed with annual turnover of: 61.00 vs. FIKWX (19.00). 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 : 6.39 vs. HBLCX (3.54). FIKWX return over 5 years is better than : 19.94 vs. HBLCX (11.89).
| FIKWX | HBLCX | FIKWX / HBLCX | |
| Total Expense Ratio | 0.48 | 1.64 | 29% |
| Annual Report Gross Expense Ratio | 0.48 | 1.64 | 29% |
| Fund Existence | 7 years | 19 years | - |
| Gain YTD | 3.520 | 3.515 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | 2000 | - |
| Net Assets | 1.97B | 11.8B | 17% |
| Annual Yield % from dividends | 3.01 | 2.65 | 114% |
| Returns for 1 year | 6.39 | 3.54 | 180% |
| Returns for 3 years | 19.29 | 13.04 | 148% |
| Returns for 5 years | 19.94 | 11.89 | 168% |
| Returns for 10 years | N/A | 27.67 | - |
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