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FBFZX vs HBLTX
FBFZX vs HBLTX Comparison
Open Charts FBFZX vs HBLTX
Franklin Managed Income Adv
Price$12.38
Change+$0.02 (+0.16%)
VolumeN/A
Net Assets3.28B
Hartford Balanced Income R5
Price$14.65
Change+$0.03 (+0.21%)
VolumeN/A
Net Assets11.74B
FBFZX vs HBLTX Comparison Chart
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FBFZX vs. HBLTX commentary
Jun 07, 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 FBFZX is a Buy and HBLTX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLTX has more cash in the bank: 11.7B vs. FBFZX (3.28B). FBFZX pays higher dividends than HBLTX: FBFZX (4.68) vs HBLTX (3.56). FBFZX was incepted earlier than HBLTX: FBFZX (19 years) vs HBLTX (15 years). FBFZX (0.66) and HBLTX (0.66) have similar cost to investors . HBLTX is a more actively managed with annual turnover of: 61.00 vs. FBFZX (31.92). HBLTX has a lower initial minimum investment than FBFZX: HBLTX (0) vs FBFZX (100000). HBLTX annual gain was more profitable for investors over the last year : 3.79 vs. FBFZX (3.48). FBFZX return over 5 years is better than : 23.13 vs. HBLTX (13.25).
| FBFZX | HBLTX | FBFZX / HBLTX | |
| Total Expense Ratio | 0.65 | 0.66 | 98% |
| Annual Report Gross Expense Ratio | 0.66 | 0.66 | 100% |
| Fund Existence | 19 years | 15 years | - |
| Gain YTD | 2.048 | 3.332 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.28B | 11.7B | 28% |
| Annual Yield % from dividends | 4.68 | 3.56 | 131% |
| Returns for 1 year | 3.48 | 3.79 | 92% |
| Returns for 3 years | 10.06 | 8.21 | 123% |
| Returns for 5 years | 23.13 | 13.25 | 175% |
| Returns for 10 years | 41.45 | 39.14 | 106% |
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