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FIKWX vs HBLIX
FIKWX vs HBLIX Comparison
Open Charts FIKWX vs HBLIX
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.
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).
| FIKWX | HBLIX | FIKWX / HBLIX | |
| Total Expense Ratio | 0.47 | 0.65 | 72% |
| Annual Report Gross Expense Ratio | 0.50 | 0.65 | 77% |
| Fund Existence | 7 years | 16 years | - |
| Gain YTD | 1.721 | 2.612 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.23B | 11.7B | 19% |
| Annual Yield % from dividends | 2.92 | 3.43 | 85% |
| Returns for 1 year | 11.34 | 6.89 | 165% |
| Returns for 3 years | 26.50 | 17.02 | 156% |
| Returns for 5 years | 18.04 | 12.74 | 142% |
| Returns for 10 years | N/A | 55.97 | - |
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