Ad is loading...
FIKWX vs HBLCX
FIKWX vs HBLCX Comparison
Open Charts FIKWX vs HBLCX
Fidelity Advisor Asset Manager 30% Z
Price$11.64
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets1.95B
Hartford Balanced Income C
Price$13.78
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets11.53B
FIKWX vs HBLCX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FIKWX vs. HBLCX commentary
Apr 18, 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 Hold.
FUNDAMENTALS
Fundamentals
HBLCX has more cash in the bank: 11.5B vs. FIKWX (1.95B). FIKWX pays higher dividends than HBLCX: FIKWX (3.07) vs HBLCX (2.64). 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 (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 : 5.17 vs. HBLCX (3.12). FIKWX return over 5 years is better than : 19.79 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 | -1.001 | -0.319 | 314% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | 2000 | - |
| Net Assets | 1.95B | 11.5B | 17% |
| Annual Yield % from dividends | 3.07 | 2.64 | 116% |
| Returns for 1 year | 5.17 | 3.12 | 166% |
| Returns for 3 years | 6.06 | 0.76 | 795% |
| Returns for 5 years | 19.79 | 10.80 | 183% |
| Returns for 10 years | N/A | 20.68 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...