FIKWX
Price
$12.96
Change
-$0.04 (-0.31%)
Updated
Feb 4 closing price
Net Assets
2.23B
HBLIX
Price
$14.93
Change
+$0.08 (+0.54%)
Updated
Feb 4 closing price
Net Assets
11.7B
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FIKWX vs HBLIX

Header iconFIKWX vs HBLIX Comparison
Open Charts FIKWX vs HBLIXBanner chart's image
Fidelity Advisor Asset Manager 30% Z
Price$12.96
Change-$0.04 (-0.31%)
VolumeN/A
Net Assets2.23B
Hartford Balanced Income I
Price$14.93
Change+$0.08 (+0.54%)
VolumeN/A
Net Assets11.7B
FIKWX vs HBLIX Comparison Chart in %
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FIKWX vs. HBLIX 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 HBLIX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
HBLIX has more cash in the bank: 11.7B vs. FIKWX (2.23B). HBLIX pays higher dividends than FIKWX: HBLIX (3.43) vs FIKWX (2.92). FIKWX was incepted earlier than HBLIX: FIKWX (7 years) vs HBLIX (16 years). HBLIX (0.65) is less costly to investors than FIKWX (0.50). HBLIX is a more actively managed with annual turnover of: 90.00 vs. FIKWX (24.00). FIKWX has a lower initial minimum investment than HBLIX: FIKWX (0) vs HBLIX (2000). FIKWX annual gain was more profitable for investors over the last year : 11.34 vs. HBLIX (6.89). FIKWX return over 5 years is better than : 18.04 vs. HBLIX (12.74).
FIKWXHBLIXFIKWX / HBLIX
Total Expense Ratio0.470.6572%
Annual Report Gross Expense Ratio0.500.6577%
Fund Existence7 years16 years-
Gain YTD1.7212.61266%
Front LoadN/AN/A-
Min. Initial Investment02000-
Min. Initial Investment IRAN/AN/A-
Net Assets2.23B11.7B19%
Annual Yield % from dividends2.923.4385%
Returns for 1 year11.346.89165%
Returns for 3 years26.5017.02156%
Returns for 5 years18.0412.74142%
Returns for 10 yearsN/A55.97-
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