FIKYX
Price
$14.14
Change
-$0.01 (-0.07%)
Updated
Oct 17 closing price
Net Assets
2.41B
HBLCX
Price
$14.75
Change
+$0.03 (+0.20%)
Updated
Oct 17 closing price
Net Assets
11.81B
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FIKYX vs HBLCX

Header iconFIKYX vs HBLCX Comparison
Open Charts FIKYX vs HBLCXBanner chart's image
Fidelity Advisor Asset Manager 40% Z
Price$14.14
Change-$0.01 (-0.07%)
VolumeN/A
Net Assets2.41B
Hartford Balanced Income C
Price$14.75
Change+$0.03 (+0.20%)
VolumeN/A
Net Assets11.81B
FIKYX vs HBLCX Comparison Chart in %
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FIKYX vs. HBLCX commentary
Oct 19, 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 Hold.

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FUNDAMENTALS
Fundamentals
HBLCX has more cash in the bank: 11.8B vs. FIKYX (2.41B). HBLCX (2.58) and FIKYX (2.55) 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 : 9.75 vs. HBLCX (1.35). FIKYX return over 5 years is better than : 25.37 vs. HBLCX (11.49).
FIKYXHBLCXFIKYX / HBLCX
Total Expense Ratio0.481.6429%
Annual Report Gross Expense Ratio0.481.6429%
Fund Existence7 years19 years-
Gain YTD11.3758.089141%
Front LoadN/AN/A-
Min. Initial Investment02000-
Min. Initial Investment IRAN/A2000-
Net Assets2.41B11.8B20%
Annual Yield % from dividends2.552.5899%
Returns for 1 year9.751.35725%
Returns for 3 years33.7121.22159%
Returns for 5 years25.3711.49221%
Returns for 10 yearsN/A35.29-
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