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FIKYX vs HBLAX
FIKYX vs HBLAX Comparison
Open Charts FIKYX vs HBLAX
Fidelity Advisor Asset Manager 40% Z
Price$12.87
Change-$0.20 (-1.53%)
VolumeN/A
Net Assets2.22B
Hartford Balanced Income A
Price$14.29
Change-$0.22 (-1.52%)
VolumeN/A
Net Assets11.99B
FIKYX vs HBLAX Comparison Chart
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FIKYX vs. HBLAX commentary
Apr 04, 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 Buy and HBLAX is a Hold.
FUNDAMENTALS
Fundamentals
HBLAX has more cash in the bank: 12B vs. FIKYX (2.22B). HBLAX pays higher dividends than FIKYX: HBLAX (3.37) vs FIKYX (2.73). FIKYX was incepted earlier than HBLAX: FIKYX (7 years) vs HBLAX (19 years). HBLAX (0.89) is less costly to investors than FIKYX (0.48). HBLAX is a more actively managed with annual turnover of: 61.00 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 : 5.60 vs. HBLAX (4.60). FIKYX return over 5 years is better than : 36.78 vs. HBLAX (28.74).
| FIKYX | HBLAX | FIKYX / HBLAX | |
| Total Expense Ratio | 0.48 | 0.89 | 54% |
| Annual Report Gross Expense Ratio | 0.48 | 0.89 | 54% |
| Fund Existence | 7 years | 19 years | - |
| Gain YTD | 1.083 | 3.230 | 34% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | 2000 | - |
| Net Assets | 2.22B | 12B | 19% |
| Annual Yield % from dividends | 2.73 | 3.37 | 81% |
| Returns for 1 year | 5.60 | 4.60 | 122% |
| Returns for 3 years | 5.83 | 4.33 | 135% |
| Returns for 5 years | 36.78 | 28.74 | 128% |
| Returns for 10 years | N/A | 34.56 | - |
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