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FIKYX vs HBLIX
FIKYX vs HBLIX Comparison
Open Charts FIKYX vs HBLIX
Fidelity Advisor Asset Manager 40% Z
Price$14.14
Change-$0.01 (-0.07%)
VolumeN/A
Net Assets2.41B
Hartford Balanced Income I
Price$15.04
Change+$0.03 (+0.20%)
VolumeN/A
Net Assets11.81B
FIKYX vs HBLIX Comparison Chart in %
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FIKYX vs. HBLIX 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 HBLIX is a Hold.
FUNDAMENTALS
Fundamentals
HBLIX has more cash in the bank: 11.8B vs. FIKYX (2.41B). HBLIX pays higher dividends than FIKYX: HBLIX (3.51) vs FIKYX (2.55). 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 : 9.75 vs. HBLIX (2.44). FIKYX return over 5 years is better than : 25.37 vs. HBLIX (17.32).
| 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 | 11.375 | 8.982 | 127% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.41B | 11.8B | 20% |
| Annual Yield % from dividends | 2.55 | 3.51 | 73% |
| Returns for 1 year | 9.75 | 2.44 | 400% |
| Returns for 3 years | 33.71 | 25.08 | 134% |
| Returns for 5 years | 25.37 | 17.32 | 146% |
| Returns for 10 years | N/A | 48.34 | - |
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