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FFNAX vs HBLAX
FFNAX vs HBLAX Comparison
Open Charts FFNAX vs HBLAX
Fidelity Advisor Asset Manager 40% A
Price$12.88
Change-$0.19 (-1.45%)
VolumeN/A
Net Assets2.22B
Hartford Balanced Income A
Price$14.29
Change-$0.22 (-1.52%)
VolumeN/A
Net Assets11.99B
FFNAX vs HBLAX Comparison Chart
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FFNAX vs. HBLAX commentary
Apr 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 FFNAX is a Buy and HBLAX is a Hold.
FUNDAMENTALS
Fundamentals
HBLAX has more cash in the bank: 12B vs. FFNAX (2.22B). HBLAX pays higher dividends than FFNAX: HBLAX (3.37) vs FFNAX (2.42). FFNAX was incepted earlier than HBLAX: FFNAX (18 years) vs HBLAX (19 years). HBLAX (0.89) is less costly to investors than FFNAX (0.78). HBLAX is a more actively managed with annual turnover of: 61.00 vs. FFNAX (21.00). FFNAX (6%) and HBLAX (6%) have equivalent initial investment costs. FFNAX has a lower initial minimum investment than HBLAX: FFNAX (0) vs HBLAX (2000). HBLAX IRA initial investment is lower compared to FFNAX: HBLAX (2000) vs FFNAX (500). FFNAX annual gain was more profitable for investors over the last year : 5.27 vs. HBLAX (4.60). FFNAX return over 5 years is better than : 34.61 vs. HBLAX (28.74).
| FFNAX | HBLAX | FFNAX / HBLAX | |
| Total Expense Ratio | 0.78 | 0.89 | 88% |
| Annual Report Gross Expense Ratio | 0.78 | 0.89 | 88% |
| Fund Existence | 18 years | 19 years | - |
| Gain YTD | 0.927 | 3.230 | 29% |
| Front Load | 6% | 6% | 105% |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | 500 | 2000 | 25% |
| Net Assets | 2.22B | 12B | 19% |
| Annual Yield % from dividends | 2.42 | 3.37 | 72% |
| Returns for 1 year | 5.27 | 4.60 | 115% |
| Returns for 3 years | 4.75 | 4.33 | 110% |
| Returns for 5 years | 34.61 | 28.74 | 120% |
| Returns for 10 years | 35.75 | 34.56 | 103% |
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