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FIKWX vs HBLAX
FIKWX vs HBLAX Comparison
Open Charts FIKWX vs HBLAX
Fidelity Advisor Asset Manager 30% Z
Price$12.93
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets2.07B
Hartford Balanced Income A
Price$14.75
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets11.68B
FIKWX vs HBLAX Comparison Chart in %
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FIKWX vs. HBLAX commentary
Dec 28, 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 FIKWX is a StrongBuy and HBLAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLAX has more cash in the bank: 11.7B vs. FIKWX (2.07B). HBLAX pays higher dividends than FIKWX: HBLAX (3.23) vs FIKWX (2.92). FIKWX was incepted earlier than HBLAX: FIKWX (7 years) vs HBLAX (19 years). HBLAX (0.89) is less costly to investors than FIKWX (0.50). HBLAX is a more actively managed with annual turnover of: 61.00 vs. FIKWX (19.00). FIKWX has a lower initial minimum investment than HBLAX: FIKWX (0) vs HBLAX (2000). FIKWX annual gain was more profitable for investors over the last year : 10.78 vs. HBLAX (6.37). FIKWX return over 5 years is better than : 17.60 vs. HBLAX (9.84).
| FIKWX | HBLAX | FIKWX / HBLAX | |
| Total Expense Ratio | 0.47 | 0.89 | 53% |
| Annual Report Gross Expense Ratio | 0.50 | 0.89 | 56% |
| Fund Existence | 7 years | 19 years | - |
| Gain YTD | 11.561 | 6.698 | 173% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | 2000 | - |
| Net Assets | 2.07B | 11.7B | 18% |
| Annual Yield % from dividends | 2.92 | 3.23 | 90% |
| Returns for 1 year | 10.78 | 6.37 | 169% |
| Returns for 3 years | 27.05 | 17.68 | 153% |
| Returns for 5 years | 17.60 | 9.84 | 179% |
| Returns for 10 years | N/A | 44.92 | - |
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