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FIKWX vs HBLIX
FIKWX vs HBLIX Comparison
Open Charts FIKWX vs HBLIX
Fidelity Advisor Asset Manager 30% Z
Price$11.64
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets1.95B
Hartford Balanced Income I
Price$14.05
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets11.53B
FIKWX vs HBLIX Comparison Chart
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FIKWX vs. HBLIX 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 HBLIX is a Hold.
FUNDAMENTALS
Fundamentals
HBLIX has more cash in the bank: 11.5B vs. FIKWX (1.95B). HBLIX pays higher dividends than FIKWX: HBLIX (3.60) vs FIKWX (3.07). FIKWX was incepted earlier than HBLIX: FIKWX (7 years) vs HBLIX (15 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 (22.00). 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 : 5.17 vs. HBLIX (4.21). FIKWX return over 5 years is better than : 19.79 vs. HBLIX (16.32).
| 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 | 15 years | - |
| Gain YTD | -1.001 | 0.015 | -6,476% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.95B | 11.5B | 17% |
| Annual Yield % from dividends | 3.07 | 3.60 | 85% |
| Returns for 1 year | 5.17 | 4.21 | 123% |
| Returns for 3 years | 6.06 | 3.99 | 152% |
| Returns for 5 years | 19.79 | 16.32 | 121% |
| Returns for 10 years | N/A | 31.87 | - |
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