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FIKWX vs HBLCX
FIKWX vs HBLCX Comparison
Open Charts FIKWX vs HBLCX
Fidelity Advisor Asset Manager 30% Z
Price$12.62
Change+$0.05 (+0.40%)
VolumeN/A
Net Assets2B
Hartford Balanced Income C
Price$14.78
Change+$0.03 (+0.20%)
VolumeN/A
Net Assets11.95B
FIKWX vs HBLCX Comparison Chart in %
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FIKWX vs. HBLCX commentary
Sep 09, 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: 12B vs. FIKWX (2B). FIKWX pays higher dividends than HBLCX: FIKWX (2.93) vs HBLCX (2.58). 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 : 8.53 vs. HBLCX (3.12). FIKWX return over 5 years is better than : 20.04 vs. HBLCX (12.24).
| 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 | 8.198 | 7.624 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | 2000 | - |
| Net Assets | 2B | 12B | 17% |
| Annual Yield % from dividends | 2.93 | 2.58 | 114% |
| Returns for 1 year | 8.53 | 3.12 | 273% |
| Returns for 3 years | 21.03 | 13.43 | 157% |
| Returns for 5 years | 20.04 | 12.24 | 164% |
| Returns for 10 years | N/A | 37.89 | - |
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