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FIKYX vs HBLCX
FIKYX vs HBLCX Comparison
Open Charts FIKYX vs HBLCX
Fidelity Advisor Asset Manager 40% Z
Price$14.10
Change+$0.04 (+0.28%)
VolumeN/A
Net Assets2.36B
Hartford Balanced Income C
Price$14.67
Change-$0.04 (-0.27%)
VolumeN/A
Net Assets11.76B
FIKYX vs HBLCX Comparison Chart in %
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FIKYX vs. HBLCX commentary
Sep 28, 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 FIKYX is a Hold and HBLCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLCX has more cash in the bank: 11.8B vs. FIKYX (2.36B). FIKYX (2.60) and HBLCX (2.58) have matching dividends . FIKYX was incepted earlier than HBLCX: FIKYX (7 years) vs HBLCX (19 years). HBLCX (1.64) is less costly to investors than FIKYX (0.48). HBLCX is a more actively managed with annual turnover of: 61.00 vs. FIKYX (13.00). 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 : 8.05 vs. HBLCX (1.07). FIKYX return over 5 years is better than : 27.24 vs. HBLCX (13.82).
| FIKYX | HBLCX | FIKYX / 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 | 10.349 | 7.503 | 138% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | 2000 | - |
| Net Assets | 2.36B | 11.8B | 20% |
| Annual Yield % from dividends | 2.60 | 2.58 | 101% |
| Returns for 1 year | 8.05 | 1.07 | 756% |
| Returns for 3 years | 33.79 | 22.12 | 153% |
| Returns for 5 years | 27.24 | 13.82 | 197% |
| Returns for 10 years | N/A | 39.90 | - |
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