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FIKWX vs HBLAX
FIKWX vs HBLAX Comparison
Open Charts FIKWX vs HBLAX
Fidelity Advisor Asset Manager 30% Z
Price$12.75
Change-$0.09 (-0.70%)
VolumeN/A
Net Assets2.06B
Hartford Balanced Income A
Price$15.07
Change-$0.08 (-0.53%)
VolumeN/A
Net Assets11.68B
FIKWX vs HBLAX Comparison Chart in %
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FIKWX vs. HBLAX commentary
Nov 14, 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 Buy.
FUNDAMENTALS
Fundamentals
HBLAX has more cash in the bank: 11.7B vs. FIKWX (2.06B). HBLAX pays higher dividends than FIKWX: HBLAX (3.29) vs FIKWX (2.87). FIKWX was incepted earlier than HBLAX: FIKWX (7 years) vs HBLAX (19 years). HBLAX (0.89) is less costly to investors than FIKWX (0.48). 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 : 9.73 vs. HBLAX (3.69). FIKWX return over 5 years is better than : 19.97 vs. HBLAX (14.22).
| FIKWX | HBLAX | FIKWX / HBLAX | |
| Total Expense Ratio | 0.48 | 0.89 | 54% |
| Annual Report Gross Expense Ratio | 0.48 | 0.89 | 54% |
| Fund Existence | 7 years | 19 years | - |
| Gain YTD | 10.783 | 9.591 | 112% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | 2000 | - |
| Net Assets | 2.06B | 11.7B | 18% |
| Annual Yield % from dividends | 2.87 | 3.29 | 87% |
| Returns for 1 year | 9.73 | 3.69 | 263% |
| Returns for 3 years | 26.28 | 18.49 | 142% |
| Returns for 5 years | 19.97 | 14.22 | 140% |
| Returns for 10 years | N/A | 46.92 | - |
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