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FIKYX vs HBLFX
FIKYX vs HBLFX Comparison
Open Charts FIKYX vs HBLFX
Fidelity Advisor Asset Manager 40% Z
Price$14.10
Change+$0.04 (+0.28%)
VolumeN/A
Net Assets2.36B
Hartford Balanced Income F
Price$14.96
Change-$0.08 (-0.53%)
VolumeN/A
Net Assets11.76B
FIKYX vs HBLFX Comparison Chart in %
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FIKYX vs. HBLFX 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 HBLFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLFX has more cash in the bank: 11.8B vs. FIKYX (2.36B). HBLFX pays higher dividends than FIKYX: HBLFX (3.58) vs FIKYX (2.60). FIKYX was incepted earlier than HBLFX: FIKYX (7 years) vs HBLFX (9 years). HBLFX (0.56) is less costly to investors than FIKYX (0.48). HBLFX is a more actively managed with annual turnover of: 61.00 vs. FIKYX (13.00). FIKYX has a lower initial minimum investment than HBLFX: FIKYX (0) vs HBLFX (1000000). FIKYX annual gain was more profitable for investors over the last year : 8.05 vs. HBLFX (2.25). FIKYX return over 5 years is better than : 27.24 vs. HBLFX (20.12).
| FIKYX | HBLFX | FIKYX / HBLFX | |
| Total Expense Ratio | 0.48 | 0.56 | 86% |
| Annual Report Gross Expense Ratio | 0.48 | 0.56 | 86% |
| Fund Existence | 7 years | 9 years | - |
| Gain YTD | 10.349 | 8.476 | 122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.36B | 11.8B | 20% |
| Annual Yield % from dividends | 2.60 | 3.58 | 73% |
| Returns for 1 year | 8.05 | 2.25 | 358% |
| Returns for 3 years | 33.79 | 26.40 | 128% |
| Returns for 5 years | 27.24 | 20.12 | 135% |
| Returns for 10 years | N/A | N/A | - |
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