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FIKYX vs HBLIX
FIKYX vs HBLIX Comparison
Open Charts FIKYX vs HBLIX
Fidelity Advisor Asset Manager 40% Z
Price$12.87
Change+$0.12 (+0.94%)
VolumeN/A
Net Assets2.22B
Hartford Balanced Income I
Price$14.22
Change+$0.12 (+0.85%)
VolumeN/A
Net Assets11.55B
FIKYX vs HBLIX Comparison Chart
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FIKYX vs. HBLIX commentary
Apr 25, 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 HBLIX is a Buy.
FUNDAMENTALS
Fundamentals
HBLIX has more cash in the bank: 11.5B vs. FIKYX (2.22B). HBLIX pays higher dividends than FIKYX: HBLIX (3.60) vs FIKYX (2.73). FIKYX was incepted earlier than HBLIX: FIKYX (7 years) vs HBLIX (15 years). HBLIX (0.65) is less costly to investors than FIKYX (0.48). HBLIX is a more actively managed with annual turnover of: 61.00 vs. FIKYX (21.00). FIKYX has a lower initial minimum investment than HBLIX: FIKYX (0) vs HBLIX (2000). FIKYX annual gain was more profitable for investors over the last year : 5.19 vs. HBLIX (3.40). FIKYX return over 5 years is better than : 25.91 vs. HBLIX (17.66).
| FIKYX | HBLIX | FIKYX / HBLIX | |
| Total Expense Ratio | 0.48 | 0.65 | 74% |
| Annual Report Gross Expense Ratio | 0.48 | 0.65 | 74% |
| Fund Existence | 7 years | 15 years | - |
| Gain YTD | -0.907 | 0.371 | -244% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.22B | 11.5B | 19% |
| Annual Yield % from dividends | 2.73 | 3.60 | 76% |
| Returns for 1 year | 5.19 | 3.40 | 153% |
| Returns for 3 years | 8.12 | 5.27 | 154% |
| Returns for 5 years | 25.91 | 17.66 | 147% |
| Returns for 10 years | N/A | 32.15 | - |
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