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FIKYX vs HBLIX
FIKYX vs HBLIX Comparison
Open Charts FIKYX vs HBLIX
Fidelity Advisor Asset Manager 40% Z
Price$14.36
Change+$0.22 (+1.56%)
VolumeN/A
Net Assets2.66B
Hartford Balanced Income I
Price$14.85
Change-$0.18 (-1.20%)
VolumeN/A
Net Assets11.63B
FIKYX vs HBLIX Comparison Chart in %
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FIKYX vs. HBLIX commentary
Feb 04, 2026
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 StrongBuy.
FUNDAMENTALS
Fundamentals
HBLIX has more cash in the bank: 11.6B vs. FIKYX (2.66B). HBLIX pays higher dividends than FIKYX: HBLIX (3.43) vs FIKYX (2.62). FIKYX was incepted earlier than HBLIX: FIKYX (7 years) vs HBLIX (16 years). HBLIX (0.65) is less costly to investors than FIKYX (0.49). HBLIX is a more actively managed with annual turnover of: 90.00 vs. FIKYX (27.00). 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 : 12.66 vs. HBLIX (6.32). FIKYX return over 5 years is better than : 20.71 vs. HBLIX (12.28).
| FIKYX | HBLIX | FIKYX / HBLIX | |
| Total Expense Ratio | 0.47 | 0.65 | 72% |
| Annual Report Gross Expense Ratio | 0.49 | 0.65 | 75% |
| Fund Existence | 7 years | 16 years | - |
| Gain YTD | 2.132 | 2.062 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.66B | 11.6B | 23% |
| Annual Yield % from dividends | 2.62 | 3.43 | 77% |
| Returns for 1 year | 12.66 | 6.32 | 200% |
| Returns for 3 years | 30.08 | 16.39 | 184% |
| Returns for 5 years | 20.71 | 12.28 | 169% |
| Returns for 10 years | N/A | 55.14 | - |
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