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FIKWX vs HBLIX
FIKWX vs HBLIX Comparison
Open Charts FIKWX vs HBLIX
Fidelity Advisor Asset Manager 30% Z
Price$12.73
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets2.03B
Hartford Balanced Income I
Price$15.08
Change-$0.01 (-0.07%)
VolumeN/A
Net Assets11.9B
FIKWX vs HBLIX Comparison Chart in %
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FIKWX vs. HBLIX commentary
Oct 07, 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 Buy.
FUNDAMENTALS
Fundamentals
HBLIX has more cash in the bank: 11.9B vs. FIKWX (2.03B). HBLIX pays higher dividends than FIKWX: HBLIX (3.51) vs FIKWX (2.89). 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 : 8.45 vs. HBLIX (3.25). FIKWX return over 5 years is better than : 21.56 vs. HBLIX (18.98).
| 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 | 9.920 | 9.344 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.03B | 11.9B | 17% |
| Annual Yield % from dividends | 2.89 | 3.51 | 82% |
| Returns for 1 year | 8.45 | 3.25 | 260% |
| Returns for 3 years | 29.10 | 26.06 | 112% |
| Returns for 5 years | 21.56 | 18.98 | 114% |
| Returns for 10 years | N/A | 49.97 | - |
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