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FIKYX vs HBLCX
FIKYX vs HBLCX Comparison
Open Charts FIKYX vs HBLCX
Fidelity Advisor Asset Manager 40% Z
Price$14.13
Change-$0.03 (-0.21%)
VolumeN/A
Net Assets2.41B
Hartford Balanced Income C
Price$14.81
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets11.89B
FIKYX vs HBLCX Comparison Chart in %
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FIKYX vs. HBLCX 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 HBLCX is a Hold.
FUNDAMENTALS
Fundamentals
HBLCX has more cash in the bank: 11.9B vs. FIKYX (2.41B). HBLCX (2.58) and FIKYX (2.55) 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 : 10.01 vs. HBLCX (2.65). FIKYX return over 5 years is better than : 25.38 vs. HBLCX (12.09).
| 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 | 11.296 | 8.456 | 134% |
| Front Load | N/A | N/A | - |
| 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 | 2.58 | 99% |
| Returns for 1 year | 10.01 | 2.65 | 378% |
| Returns for 3 years | 33.74 | 22.09 | 153% |
| Returns for 5 years | 25.38 | 12.09 | 210% |
| Returns for 10 years | N/A | 36.69 | - |
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