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FFANX vs HBLRX
FFANX vs HBLRX Comparison
Open Charts FFANX vs HBLRX
Fidelity Asset Manager 40%
Price$12.49
Change-$0.38 (-2.95%)
VolumeN/A
Net Assets2.22B
Hartford Balanced Income R3
Price$14.00
Change-$0.37 (-2.57%)
VolumeN/A
Net Assets11.8B
FFANX vs HBLRX Comparison Chart
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FFANX vs. HBLRX commentary
Apr 05, 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 FFANX is a Buy and HBLRX is a Hold.
FUNDAMENTALS
Fundamentals
HBLRX has more cash in the bank: 11.8B vs. FFANX (2.22B). HBLRX pays higher dividends than FFANX: HBLRX (2.96) vs FFANX (2.69). FFANX was incepted earlier than HBLRX: FFANX (18 years) vs HBLRX (15 years). HBLRX (1.28) is less costly to investors than FFANX (0.51). HBLRX is a more actively managed with annual turnover of: 61.00 vs. FFANX (21.00). FFANX (0) and HBLRX (0) have matching initial minimum investment requirements. FFANX annual gain was more profitable for investors over the last year : 5.56 vs. HBLRX (4.22). FFANX return over 5 years is better than : 36.65 vs. HBLRX (26.71).
| FFANX | HBLRX | FFANX / HBLRX | |
| Total Expense Ratio | 0.51 | 1.28 | 40% |
| Annual Report Gross Expense Ratio | 0.51 | 1.28 | 40% |
| Fund Existence | 18 years | 15 years | - |
| Gain YTD | 1.005 | 3.177 | 32% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | 500 | N/A | - |
| Net Assets | 2.22B | 11.8B | 19% |
| Annual Yield % from dividends | 2.69 | 2.96 | 91% |
| Returns for 1 year | 5.56 | 4.22 | 132% |
| Returns for 3 years | 5.62 | 3.24 | 173% |
| Returns for 5 years | 36.65 | 26.71 | 137% |
| Returns for 10 years | 39.83 | 30.74 | 130% |
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