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FIKWX vs HBLCX
FIKWX vs HBLCX Comparison
Open Charts FIKWX vs HBLCX
Fidelity Advisor Asset Manager 30% Z
Price$12.96
Change-$0.04 (-0.31%)
VolumeN/A
Net Assets2.23B
Hartford Balanced Income C
Price$14.63
Change+$0.08 (+0.55%)
VolumeN/A
Net Assets11.7B
FIKWX vs HBLCX Comparison Chart in %
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FIKWX vs. HBLCX commentary
Feb 05, 2026
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 (2.23B). FIKWX pays higher dividends than HBLCX: FIKWX (2.92) vs HBLCX (2.51). FIKWX was incepted earlier than HBLCX: FIKWX (7 years) vs HBLCX (20 years). HBLCX (1.64) is less costly to investors than FIKWX (0.50). HBLCX is a more actively managed with annual turnover of: 90.00 vs. FIKWX (24.00). 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 : 11.34 vs. HBLCX (5.78). FIKWX return over 5 years is better than : 18.04 vs. HBLCX (6.98).
| 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 | 20 years | - |
| Gain YTD | 1.721 | 2.595 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | 2000 | - |
| Net Assets | 2.23B | 11.7B | 19% |
| Annual Yield % from dividends | 2.92 | 2.51 | 116% |
| Returns for 1 year | 11.34 | 5.78 | 196% |
| Returns for 3 years | 26.50 | 13.44 | 197% |
| Returns for 5 years | 18.04 | 6.98 | 258% |
| Returns for 10 years | N/A | 42.01 | - |
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