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FIKWX vs HBLCX
FIKWX vs HBLCX Comparison
Open Charts FIKWX vs HBLCX
Fidelity Advisor Asset Manager 30% Z
Price$12.40
Change+$0.02 (+0.16%)
VolumeN/A
Net Assets2B
Hartford Balanced Income C
Price$14.56
Change+$0.03 (+0.21%)
VolumeN/A
Net Assets11.92B
FIKWX vs HBLCX Comparison Chart in %
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FIKWX vs. HBLCX commentary
Jul 27, 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 Buy.
FUNDAMENTALS
Fundamentals
HBLCX has more cash in the bank: 11.9B vs. FIKWX (2B). FIKWX pays higher dividends than HBLCX: FIKWX (2.98) vs HBLCX (2.63). 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 : 8.88 vs. HBLCX (4.21). FIKWX return over 5 years is better than : 19.62 vs. HBLCX (10.80).
| 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 | 6.298 | 6.022 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | 2000 | - |
| Net Assets | 2B | 11.9B | 17% |
| Annual Yield % from dividends | 2.98 | 2.63 | 113% |
| Returns for 1 year | 8.88 | 4.21 | 211% |
| Returns for 3 years | 18.85 | 11.90 | 158% |
| Returns for 5 years | 19.62 | 10.80 | 182% |
| Returns for 10 years | N/A | 32.33 | - |
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