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FIKYX vs HBLCX
FIKYX vs HBLCX Comparison
Open Charts FIKYX vs HBLCX
Fidelity Advisor Asset Manager 40% Z
Price$14.44
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets2.5B
Hartford Balanced Income C
Price$14.44
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets11.68B
FIKYX vs HBLCX Comparison Chart in %
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FIKYX vs. HBLCX commentary
Dec 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 StrongBuy and HBLCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLCX has more cash in the bank: 11.7B vs. FIKYX (2.5B). FIKYX (2.56) and HBLCX (2.54) 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 (0.49). 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 : 12.60 vs. HBLCX (5.42). FIKYX return over 5 years is better than : 21.60 vs. HBLCX (5.57).
| 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 | 19 years | - |
| Gain YTD | 13.659 | 5.817 | 235% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | 2000 | - |
| Net Assets | 2.5B | 11.7B | 21% |
| Annual Yield % from dividends | 2.56 | 2.54 | 101% |
| Returns for 1 year | 12.60 | 5.42 | 233% |
| Returns for 3 years | 31.74 | 14.84 | 214% |
| Returns for 5 years | 21.60 | 5.57 | 388% |
| Returns for 10 years | N/A | 34.92 | - |
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