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FBFZX vs HBLTX
FBFZX vs HBLTX Comparison
Open Charts FBFZX vs HBLTX
Franklin Managed Income Adv
Price$12.59
Change+$0.02 (+0.16%)
VolumeN/A
Net Assets3.3B
Hartford Balanced Income R5
Price$14.89
Change+$0.03 (+0.20%)
VolumeN/A
Net Assets11.81B
FBFZX vs HBLTX Comparison Chart in %
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FBFZX vs. HBLTX commentary
Aug 08, 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 Hold and HBLTX is a Hold.
FUNDAMENTALS
Fundamentals
HBLTX has more cash in the bank: 11.8B vs. FBFZX (3.3B). FBFZX pays higher dividends than HBLTX: FBFZX (4.62) 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 annual gain was more profitable for investors over the last year : 5.30 vs. FBFZX (4.82). FBFZX return over 5 years is better than : 26.11 vs. HBLTX (14.28).
| 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 | 4.617 | 5.968 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.3B | 11.8B | 28% |
| Annual Yield % from dividends | 4.62 | 3.54 | 130% |
| Returns for 1 year | 4.82 | 5.30 | 91% |
| Returns for 3 years | 15.38 | 12.74 | 121% |
| Returns for 5 years | 26.11 | 14.28 | 183% |
| Returns for 10 years | 46.36 | 42.75 | 108% |
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