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FIKWX vs HBLCX
FIKWX vs HBLCX Comparison
Open Charts FIKWX vs HBLCX
Fidelity Advisor Asset Manager 30% Z
Price$12.93
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets2.07B
Hartford Balanced Income C
Price$14.44
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets11.68B
FIKWX vs HBLCX Comparison Chart in %
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FIKWX vs. HBLCX 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 HBLCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLCX has more cash in the bank: 11.7B vs. FIKWX (2.07B). FIKWX pays higher dividends than HBLCX: FIKWX (2.92) vs HBLCX (2.54). FIKWX was incepted earlier than HBLCX: FIKWX (7 years) vs HBLCX (19 years). HBLCX (1.64) is less costly to investors than FIKWX (0.50). HBLCX is a more actively managed with annual turnover of: 61.00 vs. FIKWX (19.00). FIKWX has a lower initial minimum investment than HBLCX: FIKWX (0) vs HBLCX (2000). FIKWX annual gain was more profitable for investors over the last year : 10.86 vs. HBLCX (5.42). FIKWX return over 5 years is better than : 17.69 vs. HBLCX (5.57).
| FIKWX | HBLCX | FIKWX / HBLCX | |
| Total Expense Ratio | 0.47 | 1.64 | 29% |
| Annual Report Gross Expense Ratio | 0.50 | 1.64 | 30% |
| Fund Existence | 7 years | 19 years | - |
| Gain YTD | 11.647 | 5.817 | 200% |
| Front Load | N/A | N/A | - |
| 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 | 2.54 | 115% |
| Returns for 1 year | 10.86 | 5.42 | 201% |
| Returns for 3 years | 27.15 | 14.84 | 183% |
| Returns for 5 years | 17.69 | 5.57 | 318% |
| Returns for 10 years | N/A | 34.92 | - |
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