Interact to see
Advertisement
Advertisement
FIKWX vs HBLIX
FIKWX vs HBLIX Comparison
Open Charts FIKWX vs HBLIX
Fidelity Advisor Asset Manager 30% Z
Price$12.74
Change-$0.01 (-0.08%)
VolumeN/A
Net Assets2.03B
Hartford Balanced Income I
Price$15.04
Change+$0.03 (+0.20%)
VolumeN/A
Net Assets11.81B
FIKWX vs HBLIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FIKWX vs. HBLIX 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 HBLIX is a Hold.
FUNDAMENTALS
Fundamentals
HBLIX has more cash in the bank: 11.8B vs. FIKWX (2.03B). HBLIX pays higher dividends than FIKWX: HBLIX (3.51) vs FIKWX (2.89). FIKWX was incepted earlier than HBLIX: FIKWX (7 years) vs HBLIX (16 years). HBLIX (0.65) is less costly to investors than FIKWX (0.48). HBLIX is a more actively managed with annual turnover of: 61.00 vs. FIKWX (19.00). 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 : 8.62 vs. HBLIX (2.44). FIKWX return over 5 years is better than : 20.84 vs. HBLIX (17.32).
| FIKWX | HBLIX | FIKWX / HBLIX | |
| Total Expense Ratio | 0.48 | 0.65 | 74% |
| Annual Report Gross Expense Ratio | 0.48 | 0.65 | 74% |
| Fund Existence | 7 years | 16 years | - |
| Gain YTD | 10.006 | 8.982 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.03B | 11.8B | 17% |
| Annual Yield % from dividends | 2.89 | 3.51 | 82% |
| Returns for 1 year | 8.62 | 2.44 | 354% |
| Returns for 3 years | 29.32 | 25.08 | 117% |
| Returns for 5 years | 20.84 | 17.32 | 120% |
| Returns for 10 years | N/A | 48.34 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| INTW | 46.62 | 0.37 | +0.80% |
| GraniteShares 2x Long INTC Daily ETF | |||
| UNIY | 49.39 | N/A | N/A |
| WisdomTree Voya Yld Enh USD Unvsl Bd Fd | |||
| CXH | 7.96 | N/A | N/A |
| MFS Investment Grade Municipal Trust | |||
| AEF | 6.58 | -0.02 | -0.30% |
| abrdn Emerging Markets ex-China Fund Inc. | |||
| RORO | 16.29 | -0.05 | -0.30% |
| ATAC US Rotation ETF | |||