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FIKWX vs HBLCX
FIKWX vs HBLCX Comparison
Open Charts FIKWX vs HBLCX
Fidelity Advisor Asset Manager 30% Z
Price$12.74
Change-$0.01 (-0.08%)
VolumeN/A
Net Assets2.03B
Hartford Balanced Income C
Price$14.75
Change+$0.03 (+0.20%)
VolumeN/A
Net Assets11.81B
FIKWX vs HBLCX Comparison Chart in %
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FIKWX vs. HBLCX commentary
Oct 19, 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 Hold.
FUNDAMENTALS
Fundamentals
HBLCX has more cash in the bank: 11.8B vs. FIKWX (2.03B). FIKWX pays higher dividends than HBLCX: FIKWX (2.89) vs HBLCX (2.58). FIKWX was incepted earlier than HBLCX: FIKWX (7 years) vs HBLCX (19 years). HBLCX (1.64) is less costly to investors than FIKWX (0.48). 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 : 8.62 vs. HBLCX (1.35). FIKWX return over 5 years is better than : 20.84 vs. HBLCX (11.49).
| FIKWX | HBLCX | FIKWX / HBLCX | |
| Total Expense Ratio | 0.48 | 1.64 | 29% |
| Annual Report Gross Expense Ratio | 0.48 | 1.64 | 29% |
| Fund Existence | 7 years | 19 years | - |
| Gain YTD | 10.006 | 8.089 | 124% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | 2000 | - |
| Net Assets | 2.03B | 11.8B | 17% |
| Annual Yield % from dividends | 2.89 | 2.58 | 112% |
| Returns for 1 year | 8.62 | 1.35 | 641% |
| Returns for 3 years | 29.32 | 21.22 | 138% |
| Returns for 5 years | 20.84 | 11.49 | 181% |
| Returns for 10 years | N/A | 35.29 | - |
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