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FIKYX vs HBLCX
FIKYX vs HBLCX Comparison
Open Charts FIKYX vs HBLCX
Fidelity Advisor Asset Manager 40% Z
Price$14.36
Change+$0.22 (+1.56%)
VolumeN/A
Net Assets2.66B
Hartford Balanced Income C
Price$14.55
Change-$0.20 (-1.36%)
VolumeN/A
Net Assets11.63B
FIKYX vs HBLCX Comparison Chart in %
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FIKYX vs. HBLCX 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 FIKYX is a StrongBuy and HBLCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLCX has more cash in the bank: 11.6B vs. FIKYX (2.66B). FIKYX (2.62) and HBLCX (2.51) have matching dividends . FIKYX was incepted earlier than HBLCX: FIKYX (7 years) vs HBLCX (20 years). HBLCX (1.64) is less costly to investors than FIKYX (0.49). HBLCX is a more actively managed with annual turnover of: 90.00 vs. FIKYX (27.00). FIKYX has a lower initial minimum investment than HBLCX: FIKYX (0) vs HBLCX (2000). FIKYX annual gain was more profitable for investors over the last year : 12.66 vs. HBLCX (5.20). FIKYX return over 5 years is better than : 20.71 vs. HBLCX (6.53).
| FIKYX | HBLCX | FIKYX / HBLCX | |
| Total Expense Ratio | 0.47 | 1.64 | 29% |
| Annual Report Gross Expense Ratio | 0.49 | 1.64 | 30% |
| Fund Existence | 7 years | 20 years | - |
| Gain YTD | 2.132 | 2.034 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | 2000 | - |
| Net Assets | 2.66B | 11.6B | 23% |
| Annual Yield % from dividends | 2.62 | 2.51 | 105% |
| Returns for 1 year | 12.66 | 5.20 | 243% |
| Returns for 3 years | 30.08 | 12.82 | 235% |
| Returns for 5 years | 20.71 | 6.53 | 317% |
| Returns for 10 years | N/A | 41.23 | - |
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