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FIKYX vs HBLCX
FIKYX vs HBLCX Comparison
Open Charts FIKYX vs HBLCX
Fidelity Advisor Asset Manager 40% Z
Price$14.32
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets2.47B
Hartford Balanced Income C
Price$14.86
Change+$0.03 (+0.20%)
VolumeN/A
Net Assets11.73B
FIKYX vs HBLCX Comparison Chart in %
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FIKYX vs. HBLCX commentary
Nov 14, 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 Buy.
FUNDAMENTALS
Fundamentals
HBLCX has more cash in the bank: 11.7B vs. FIKYX (2.48B). HBLCX (2.59) and FIKYX (2.57) 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 : 11.24 vs. HBLCX (2.86). FIKYX return over 5 years is better than : 24.61 vs. HBLCX (9.86).
| 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 | 12.714 | 8.895 | 143% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | 2000 | - |
| Net Assets | 2.48B | 11.7B | 21% |
| Annual Yield % from dividends | 2.57 | 2.59 | 99% |
| Returns for 1 year | 11.24 | 2.86 | 393% |
| Returns for 3 years | 30.21 | 15.73 | 192% |
| Returns for 5 years | 24.61 | 9.86 | 250% |
| Returns for 10 years | N/A | 37.03 | - |
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