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FIKYX vs HBLCX
FIKYX vs HBLCX Comparison
Open Charts FIKYX vs HBLCX
Fidelity Advisor Asset Manager 40% Z
Price$12.36
Change-$0.13 (-1.04%)
VolumeN/A
Net Assets2.22B
Hartford Balanced Income C
Price$13.50
Change-$0.16 (-1.17%)
VolumeN/A
Net Assets11.5B
FIKYX vs HBLCX Comparison Chart
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FIKYX vs. HBLCX commentary
Apr 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 Hold and HBLCX is a Hold.
FUNDAMENTALS
Fundamentals
HBLCX has more cash in the bank: 11.5B vs. FIKYX (2.22B). FIKYX (2.73) 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 (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 : 1.58 vs. HBLCX (-1.41). FIKYX return over 5 years is better than : 26.24 vs. HBLCX (12.56).
| 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 | -2.928 | -2.344 | 125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | 2000 | - |
| Net Assets | 2.22B | 11.5B | 19% |
| Annual Yield % from dividends | 2.73 | 2.64 | 103% |
| Returns for 1 year | 1.58 | -1.41 | -112% |
| Returns for 3 years | 3.65 | -2.73 | -134% |
| Returns for 5 years | 26.24 | 12.56 | 209% |
| Returns for 10 years | N/A | 18.49 | - |
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