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FIKYX vs HBLIX
FIKYX vs HBLIX Comparison
Open Charts FIKYX vs HBLIX
Fidelity Advisor Asset Manager 40% Z
Price$14.31
Change+$0.04 (+0.28%)
VolumeN/A
Net Assets2.5B
Hartford Balanced Income I
Price$15.29
Change+$0.10 (+0.66%)
VolumeN/A
Net Assets11.75B
FIKYX vs HBLIX Comparison Chart in %
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FIKYX vs. HBLIX commentary
Dec 04, 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 HBLIX is a Hold.
FUNDAMENTALS
Fundamentals
HBLIX has more cash in the bank: 11.8B vs. FIKYX (2.5B). HBLIX pays higher dividends than FIKYX: HBLIX (3.45) vs FIKYX (2.56). FIKYX was incepted earlier than HBLIX: FIKYX (7 years) vs HBLIX (16 years). HBLIX (0.65) is less costly to investors than FIKYX (0.48). HBLIX is a more actively managed with annual turnover of: 61.00 vs. FIKYX (13.00). FIKYX has a lower initial minimum investment than HBLIX: FIKYX (0) vs HBLIX (2000). FIKYX annual gain was more profitable for investors over the last year : 9.37 vs. HBLIX (2.85). FIKYX return over 5 years is better than : 21.82 vs. HBLIX (13.79).
| FIKYX | HBLIX | FIKYX / HBLIX | |
| Total Expense Ratio | 0.48 | 0.65 | 74% |
| Annual Report Gross Expense Ratio | 0.48 | 0.65 | 74% |
| Fund Existence | 7 years | 16 years | - |
| Gain YTD | 12.241 | 10.069 | 122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.5B | 11.8B | 21% |
| Annual Yield % from dividends | 2.56 | 3.45 | 74% |
| Returns for 1 year | 9.37 | 2.85 | 329% |
| Returns for 3 years | 26.58 | 15.58 | 171% |
| Returns for 5 years | 21.82 | 13.79 | 158% |
| Returns for 10 years | N/A | 48.37 | - |
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