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FIKYX vs HBLAX
FIKYX vs HBLAX Comparison
Open Charts FIKYX vs HBLAX
Fidelity Advisor Asset Manager 40% Z
Price$13.06
Change+$0.05 (+0.38%)
VolumeN/A
Net Assets2.26B
Hartford Balanced Income A
Price$14.37
Change+$0.04 (+0.28%)
VolumeN/A
Net Assets12.1B
FIKYX vs HBLAX Comparison Chart
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FIKYX vs. HBLAX commentary
Jan 19, 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 FIKYX is a Hold and HBLAX is a Buy.
FUNDAMENTALS
Fundamentals
HBLAX has more cash in the bank: 12.1B vs. FIKYX (2.26B). HBLAX pays higher dividends than FIKYX: HBLAX (3.35) vs FIKYX (2.46). FIKYX was incepted earlier than HBLAX: FIKYX (6 years) vs HBLAX (18 years). HBLAX is a more actively managed with annual turnover of: 57.00 vs. FIKYX (21.00). FIKYX has a lower initial minimum investment than HBLAX: FIKYX (0) vs HBLAX (2000). FIKYX annual gain was more profitable for investors over the last year : 9.56 vs. HBLAX (5.97). FIKYX return over 5 years is better than : 19.65 vs. HBLAX (8.26).
| FIKYX | HBLAX | FIKYX / HBLAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 6 years | 18 years | - |
| Gain YTD | 1.005 | 1.340 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | 2000 | - |
| Net Assets | 2.26B | 12.1B | 19% |
| Annual Yield % from dividends | 2.46 | 3.35 | 73% |
| Returns for 1 year | 9.56 | 5.97 | 160% |
| Returns for 3 years | 4.11 | 0.35 | 1,172% |
| Returns for 5 years | 19.65 | 8.26 | 238% |
| Returns for 10 years | N/A | 33.45 | - |
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