Interact to see
Advertisement
Advertisement
FIKWX vs HBLCX
FIKWX vs HBLCX Comparison
Open Charts FIKWX vs HBLCX
Fidelity Advisor Asset Manager 30% Z
Price$12.75
Change-$0.09 (-0.70%)
VolumeN/A
Net Assets2.06B
Hartford Balanced Income C
Price$14.78
Change-$0.08 (-0.54%)
VolumeN/A
Net Assets11.68B
FIKWX vs HBLCX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FIKWX vs. HBLCX 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 HBLCX is a Buy.
FUNDAMENTALS
Fundamentals
HBLCX has more cash in the bank: 11.7B vs. FIKWX (2.06B). FIKWX pays higher dividends than HBLCX: FIKWX (2.87) vs HBLCX (2.59). 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 : 10.00 vs. HBLCX (2.37). FIKWX return over 5 years is better than : 20.06 vs. HBLCX (9.27).
| 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 | 10.870 | 8.309 | 131% |
| Front Load | N/A | N/A | - |
| 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 | 2.59 | 111% |
| Returns for 1 year | 10.00 | 2.37 | 421% |
| Returns for 3 years | 26.72 | 15.35 | 174% |
| Returns for 5 years | 20.06 | 9.27 | 216% |
| Returns for 10 years | N/A | 35.25 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement