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FIKWX vs HBLIX
FIKWX vs HBLIX Comparison
Open Charts FIKWX vs HBLIX
Fidelity Advisor Asset Manager 30% Z
Price$12.09
Change-$0.03 (-0.25%)
VolumeN/A
CapitalizationN/A
Hartford Balanced Income I
Price$15.24
Change-$0.02 (-0.13%)
VolumeN/A
CapitalizationN/A
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FIKWX vs HBLIX Comparison Chart
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FIKWX vs. HBLIX 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 HBLIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLIX has more cash in the bank: 12.7B vs. FIKWX (2.05B). HBLIX pays higher dividends than FIKWX: HBLIX (3.59) vs FIKWX (2.82). FIKWX was incepted earlier than HBLIX: FIKWX (6 years) vs HBLIX (15 years). HBLIX is a more actively managed with annual turnover of: 57.00 vs. FIKWX (22.00). FIKWX has a lower initial minimum investment than HBLIX: FIKWX (0) vs HBLIX (2000). HBLIX annual gain was more profitable for investors over the last year : 20.22 vs. FIKWX (16.77). FIKWX (20.02) and HBLIX (19.48) have equivalent 5 years return.
| FIKWX | HBLIX | FIKWX / HBLIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 6 years | 15 years | - |
| Gain YTD | 7.582 | 9.494 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.05B | 12.7B | 16% |
| Annual Yield % from dividends | 2.82 | 3.59 | 79% |
| Returns for 1 year | 16.77 | 20.22 | 83% |
| Returns for 3 years | 1.72 | 1.78 | 97% |
| Returns for 5 years | 20.02 | 19.48 | 103% |
| Returns for 10 years | N/A | 45.47 | - |
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