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FIKYX vs HBLAX
FIKYX vs HBLAX Comparison
Open Charts FIKYX vs HBLAX
Fidelity Advisor Asset Manager 40% Z
Price$14.13
Change-$0.03 (-0.21%)
VolumeN/A
Net Assets2.41B
Hartford Balanced Income A
Price$15.09
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets11.89B
FIKYX vs HBLAX Comparison Chart in %
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FIKYX vs. HBLAX commentary
Oct 09, 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 StrongBuy and HBLAX is a Hold.
FUNDAMENTALS
Fundamentals
HBLAX has more cash in the bank: 11.9B vs. FIKYX (2.41B). HBLAX pays higher dividends than FIKYX: HBLAX (3.29) vs FIKYX (2.55). 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 (13.00). 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 : 10.01 vs. HBLAX (3.49). FIKYX return over 5 years is better than : 25.38 vs. HBLAX (16.57).
| 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 | 11.296 | 9.085 | 124% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | 2000 | - |
| Net Assets | 2.41B | 11.9B | 20% |
| Annual Yield % from dividends | 2.55 | 3.29 | 78% |
| Returns for 1 year | 10.01 | 3.49 | 287% |
| Returns for 3 years | 33.74 | 25.08 | 135% |
| Returns for 5 years | 25.38 | 16.57 | 153% |
| Returns for 10 years | N/A | 46.69 | - |
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