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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-$0.20 (-1.53%)
VolumeN/A
Net Assets2.22B
Hartford Balanced Income I
Price$14.29
Change-$0.23 (-1.58%)
VolumeN/A
Net Assets11.99B
FIKYX vs HBLIX Comparison Chart
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FIKYX vs. HBLIX commentary
Apr 04, 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 Buy and HBLIX is a Hold.
FUNDAMENTALS
Fundamentals
HBLIX has more cash in the bank: 12B 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 : 5.60 vs. HBLIX (4.92). FIKYX return over 5 years is better than : 36.78 vs. HBLIX (30.27).
| 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 | 1.083 | 3.361 | 32% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.22B | 12B | 19% |
| Annual Yield % from dividends | 2.73 | 3.60 | 76% |
| Returns for 1 year | 5.60 | 4.92 | 114% |
| Returns for 3 years | 5.83 | 5.17 | 113% |
| Returns for 5 years | 36.78 | 30.27 | 121% |
| Returns for 10 years | N/A | 37.48 | - |
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