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FIKWX vs HBLCX
FIKWX vs HBLCX Comparison
Open Charts FIKWX vs HBLCX
Fidelity Advisor Asset Manager 30% Z
Price$12.09
Change-$0.03 (-0.25%)
VolumeN/A
CapitalizationN/A
Hartford Balanced Income C
Price$14.96
Change-$0.03 (-0.20%)
VolumeN/A
CapitalizationN/A
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FIKWX vs HBLCX Comparison Chart
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FIKWX vs. HBLCX commentary
Oct 18, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
HBLCX has more cash in the bank: 12.7B vs. FIKWX (2.05B). 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). HBLCX annual gain was more profitable for investors over the last year : 18.97 vs. FIKWX (16.77). FIKWX return over 5 years is better than : 20.02 vs. HBLCX (14.07).
| 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 | 7.582 | 8.603 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | 2000 | - |
| Net Assets | 2.05B | 12.7B | 16% |
| Annual Yield % from dividends | 2.82 | 2.65 | 106% |
| Returns for 1 year | 16.77 | 18.97 | 88% |
| Returns for 3 years | 1.72 | -1.39 | -124% |
| Returns for 5 years | 20.02 | 14.07 | 142% |
| Returns for 10 years | N/A | 33.34 | - |
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