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FIKYX vs HBLCX
FIKYX vs HBLCX Comparison
Open Charts FIKYX vs HBLCX
Fidelity Advisor Asset Manager 40% Z
Price$13.23
Change-$0.07 (-0.53%)
VolumeN/A
Net Assets2.28B
Hartford Balanced Income C
Price$14.31
Change-$0.02 (-0.14%)
VolumeN/A
Net Assets12.12B
FIKYX vs HBLCX Comparison Chart
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FIKYX vs. HBLCX commentary
Feb 23, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
HBLCX has more cash in the bank: 12.1B vs. FIKYX (2.28B). HBLCX pays higher dividends than FIKYX: HBLCX (2.65) vs FIKYX (2.46). FIKYX was incepted earlier than HBLCX: FIKYX (6 years) vs HBLCX (19 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 : 8.42 vs. HBLCX (5.66). FIKYX return over 5 years is better than : 20.22 vs. HBLCX (5.01).
| FIKYX | HBLCX | FIKYX / HBLCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 6 years | 19 years | - |
| Gain YTD | 2.320 | 2.802 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | 2000 | - |
| Net Assets | 2.28B | 12.1B | 19% |
| Annual Yield % from dividends | 2.46 | 2.65 | 93% |
| Returns for 1 year | 8.42 | 5.66 | 149% |
| Returns for 3 years | 8.09 | 2.13 | 380% |
| Returns for 5 years | 20.22 | 5.01 | 404% |
| Returns for 10 years | N/A | 25.01 | - |
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