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FIKYX vs HBLCX
FIKYX vs HBLCX Comparison
Open Charts FIKYX vs HBLCX
Fidelity Advisor Asset Manager 40% Z
Price$13.75
Change+$0.03 (+0.22%)
VolumeN/A
Net Assets2.31B
Hartford Balanced Income C
Price$14.49
Change+$0.02 (+0.14%)
VolumeN/A
Net Assets11.81B
FIKYX vs HBLCX Comparison Chart in %
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FIKYX vs. HBLCX commentary
Aug 08, 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 HBLCX is a Hold.
FUNDAMENTALS
Fundamentals
HBLCX has more cash in the bank: 11.8B vs. FIKYX (2.31B). FIKYX (2.64) and HBLCX (2.64) 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 : 11.11 vs. HBLCX (4.22). FIKYX return over 5 years is better than : 22.82 vs. HBLCX (8.84).
| 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 | 7.375 | 5.367 | 137% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | 2000 | - |
| Net Assets | 2.31B | 11.8B | 20% |
| Annual Yield % from dividends | 2.64 | 2.64 | 100% |
| Returns for 1 year | 11.11 | 4.22 | 263% |
| Returns for 3 years | 19.25 | 9.35 | 206% |
| Returns for 5 years | 22.82 | 8.84 | 258% |
| Returns for 10 years | N/A | 30.52 | - |
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