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FBFZX vs HBLTX
FBFZX vs HBLTX Comparison
Open Charts FBFZX vs HBLTX
Franklin Managed Income Adv
Price$12.68
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets3.35B
Hartford Balanced Income R5
Price$14.90
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets11.96B
FBFZX vs HBLTX Comparison Chart in %
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FBFZX vs. HBLTX commentary
Jul 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 FBFZX is a Buy and HBLTX is a Buy.
FUNDAMENTALS
Fundamentals
HBLTX has more cash in the bank: 12B vs. FBFZX (3.35B). FBFZX pays higher dividends than HBLTX: FBFZX (4.58) vs HBLTX (3.54). 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 (6.97) and FBFZX (6.84) have marching annual gain over last year. FBFZX return over 5 years is better than : 30.63 vs. HBLTX (19.41).
| 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 | 5.112 | 6.253 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.35B | 12B | 28% |
| Annual Yield % from dividends | 4.58 | 3.54 | 130% |
| Returns for 1 year | 6.84 | 6.97 | 98% |
| Returns for 3 years | 19.84 | 17.02 | 117% |
| Returns for 5 years | 30.63 | 19.41 | 158% |
| Returns for 10 years | 47.45 | 44.20 | 107% |
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