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FIKYX vs HBLCX
FIKYX vs HBLCX Comparison
Open Charts FIKYX vs HBLCX
Fidelity Advisor Asset Manager 40% Z
Price$13.06
Change+$0.05 (+0.38%)
VolumeN/A
Net Assets2.26B
Hartford Balanced Income C
Price$14.10
Change+$0.03 (+0.21%)
VolumeN/A
Net Assets12.1B
FIKYX vs HBLCX Comparison Chart
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FIKYX vs. HBLCX 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 HBLCX is a Buy.
FUNDAMENTALS
Fundamentals
HBLCX has more cash in the bank: 12.1B vs. FIKYX (2.26B). HBLCX pays higher dividends than FIKYX: HBLCX (2.65) vs FIKYX (2.46). FIKYX was incepted earlier than HBLCX: FIKYX (6 years) vs HBLCX (18 years). HBLCX is a more actively managed with annual turnover of: 57.00 vs. FIKYX (21.00). FIKYX has a lower initial minimum investment than HBLCX: FIKYX (0) vs HBLCX (2000). FIKYX annual gain was more profitable for investors over the last year : 9.56 vs. HBLCX (5.09). FIKYX return over 5 years is better than : 19.65 vs. HBLCX (4.44).
| FIKYX | HBLCX | FIKYX / HBLCX | |
| 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 | 1.293 | 78% |
| 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 | 2.65 | 93% |
| Returns for 1 year | 9.56 | 5.09 | 188% |
| Returns for 3 years | 4.11 | -2.03 | -203% |
| Returns for 5 years | 19.65 | 4.44 | 442% |
| Returns for 10 years | N/A | 24.83 | - |
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