Interact to see
Advertisement
Advertisement
FIKWX vs HBLIX
FIKWX vs HBLIX Comparison
Open Charts FIKWX vs HBLIX
Fidelity Advisor Asset Manager 30% Z
Price$12.66
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets2.06B
Hartford Balanced Income I
Price$14.97
Change-$0.02 (-0.13%)
VolumeN/A
Net Assets11.59B
FIKWX vs HBLIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FIKWX vs. HBLIX commentary
Nov 20, 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 Hold and HBLIX is a Hold.
FUNDAMENTALS
Fundamentals
HBLIX has more cash in the bank: 11.6B vs. FIKWX (2.06B). HBLIX pays higher dividends than FIKWX: HBLIX (3.51) vs FIKWX (2.87). FIKWX was incepted earlier than HBLIX: FIKWX (7 years) vs HBLIX (16 years). HBLIX (0.65) is less costly to investors than FIKWX (0.48). HBLIX is a more actively managed with annual turnover of: 61.00 vs. FIKWX (19.00). FIKWX has a lower initial minimum investment than HBLIX: FIKWX (0) vs HBLIX (2000). FIKWX annual gain was more profitable for investors over the last year : 8.80 vs. HBLIX (3.25). FIKWX return over 5 years is better than : 17.97 vs. HBLIX (13.82).
| FIKWX | HBLIX | FIKWX / HBLIX | |
| Total Expense Ratio | 0.48 | 0.65 | 74% |
| Annual Report Gross Expense Ratio | 0.48 | 0.65 | 74% |
| Fund Existence | 7 years | 16 years | - |
| Gain YTD | 9.565 | 8.620 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.06B | 11.6B | 18% |
| Annual Yield % from dividends | 2.87 | 3.51 | 82% |
| Returns for 1 year | 8.80 | 3.25 | 271% |
| Returns for 3 years | 24.89 | 17.25 | 144% |
| Returns for 5 years | 17.97 | 13.82 | 130% |
| Returns for 10 years | N/A | 46.19 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| DUBS | 36.64 | 0.16 | +0.43% |
| Aptus Large Cap Enhanced Yield ETF | |||
| QTOP | 31.20 | 0.13 | +0.42% |
| iShares Nasdaq Top 30 Stocks ETF | |||
| RSEE | 32.66 | 0.04 | +0.11% |
| Rareview Systematic Equity ETF | |||
| HFXI | 31.47 | -0.04 | -0.13% |
| NYLI FTSE International Eq Ccy Netrl ETF | |||
| WSML | 29.46 | -0.04 | -0.13% |
| iShares MSCI World Small-Cap ETF | |||