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FIKYX vs HBLTX
FIKYX vs HBLTX Comparison
Open Charts FIKYX vs HBLTX
Fidelity Advisor Asset Manager 40% Z
Price$14.10
Change+$0.04 (+0.28%)
VolumeN/A
Net Assets2.36B
Hartford Balanced Income R5
Price$15.06
Change-$0.08 (-0.53%)
VolumeN/A
Net Assets11.76B
FIKYX vs HBLTX Comparison Chart in %
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FIKYX vs. HBLTX 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 HBLTX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLTX has more cash in the bank: 11.8B vs. FIKYX (2.36B). HBLTX pays higher dividends than FIKYX: HBLTX (3.46) vs FIKYX (2.60). FIKYX was incepted earlier than HBLTX: FIKYX (7 years) vs HBLTX (15 years). HBLTX (0.66) is less costly to investors than FIKYX (0.48). HBLTX is a more actively managed with annual turnover of: 61.00 vs. FIKYX (13.00). FIKYX (0) and HBLTX (0) have matching initial minimum investment requirements. FIKYX annual gain was more profitable for investors over the last year : 8.05 vs. HBLTX (2.19). FIKYX return over 5 years is better than : 27.24 vs. HBLTX (19.60).
| FIKYX | HBLTX | FIKYX / HBLTX | |
| Total Expense Ratio | 0.48 | 0.66 | 73% |
| Annual Report Gross Expense Ratio | 0.48 | 0.66 | 73% |
| Fund Existence | 7 years | 15 years | - |
| Gain YTD | 10.349 | 8.328 | 124% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.36B | 11.8B | 20% |
| Annual Yield % from dividends | 2.60 | 3.46 | 75% |
| Returns for 1 year | 8.05 | 2.19 | 367% |
| Returns for 3 years | 33.79 | 26.05 | 130% |
| Returns for 5 years | 27.24 | 19.60 | 139% |
| Returns for 10 years | N/A | 53.39 | - |
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