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FIKYX vs HBLCX
FIKYX vs HBLCX Comparison
Open Charts FIKYX vs HBLCX
Fidelity Advisor Asset Manager 40% Z
Price$13.09
Change-$0.20 (-1.50%)
VolumeN/A
CapitalizationN/A
Hartford Balanced Income C
Price$13.97
Change-$0.21 (-1.48%)
VolumeN/A
CapitalizationN/A
FIKYX vs HBLCX Comparison Chart
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FIKYX vs. HBLCX commentary
Dec 19, 2024
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 (2.3B). HBLCX pays higher dividends than FIKYX: HBLCX (2.65) vs FIKYX (2.46). FIKYX was incepted earlier than HBLCX: FIKYX (6 years) vs HBLCX (18 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 : 10.35 vs. HBLCX (8.03). FIKYX return over 5 years is better than : 20.65 vs. HBLCX (10.02).
| FIKYX | HBLCX | FIKYX / HBLCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 6 years | 18 years | - |
| Gain YTD | 9.242 | 6.933 | 133% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | 2000 | - |
| Net Assets | 2.3B | 11.8B | 19% |
| Annual Yield % from dividends | 2.46 | 2.65 | 93% |
| Returns for 1 year | 10.35 | 8.03 | 129% |
| Returns for 3 years | 2.47 | 1.39 | 178% |
| Returns for 5 years | 20.65 | 10.02 | 206% |
| Returns for 10 years | N/A | 29.33 | - |
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