Interact to see
Advertisement
Advertisement
FIKYX vs HBLCX
FIKYX vs HBLCX Comparison
Open Charts FIKYX vs HBLCX
Fidelity Advisor Asset Manager 40% Z
Price$14.07
Change-$0.06 (-0.42%)
VolumeN/A
Net Assets2.47B
Hartford Balanced Income C
Price$14.67
Change-$0.03 (-0.20%)
VolumeN/A
Net Assets11.59B
FIKYX vs HBLCX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FIKYX vs. HBLCX commentary
Nov 20, 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 Hold.
FUNDAMENTALS
Fundamentals
HBLCX has more cash in the bank: 11.6B vs. FIKYX (2.48B). HBLCX (2.59) and FIKYX (2.57) have matching dividends . FIKYX was incepted earlier than HBLCX: FIKYX (7 years) vs HBLCX (19 years). HBLCX (1.64) is less costly to investors than FIKYX (0.48). HBLCX is a more actively managed with annual turnover of: 61.00 vs. FIKYX (13.00). 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 : 9.87 vs. HBLCX (2.23). FIKYX return over 5 years is better than : 21.96 vs. HBLCX (8.25).
| FIKYX | HBLCX | FIKYX / HBLCX | |
| Total Expense Ratio | 0.48 | 1.64 | 29% |
| Annual Report Gross Expense Ratio | 0.48 | 1.64 | 29% |
| Fund Existence | 7 years | 19 years | - |
| Gain YTD | 10.824 | 7.723 | 140% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | 2000 | - |
| Net Assets | 2.48B | 11.6B | 21% |
| Annual Yield % from dividends | 2.57 | 2.59 | 99% |
| Returns for 1 year | 9.87 | 2.23 | 442% |
| Returns for 3 years | 28.13 | 13.75 | 205% |
| Returns for 5 years | 21.96 | 8.25 | 266% |
| Returns for 10 years | N/A | 33.50 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| AIVC | 64.91 | 0.47 | +0.73% |
| Amplify Global Cloud Technology ETF | |||
| UUP | 28.39 | 0.18 | +0.64% |
| Invesco DB US Dollar Bullish | |||
| GLDY | 16.80 | 0.06 | +0.33% |
| Defiance Gold Enhanced Opt Inc ETF | |||
| NACP | 47.83 | 0.06 | +0.12% |
| Impact Shares NAACP Minority Empwrmt ETF | |||
| BSJQ | 23.36 | 0.03 | +0.11% |
| Invesco BulletShares 2026 HY Corp Bd ETF | |||