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FFNAX vs HBLCX
FFNAX vs HBLCX Comparison
Open Charts FFNAX vs HBLCX
Fidelity Advisor Asset Manager 40% A
Price$14.14
Change-$0.03 (-0.21%)
VolumeN/A
Net Assets2.41B
Hartford Balanced Income C
Price$14.81
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets11.89B
FFNAX vs HBLCX Comparison Chart in %
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FFNAX vs. HBLCX commentary
Oct 09, 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 StrongBuy and HBLCX is a Hold.
FUNDAMENTALS
Fundamentals
HBLCX has more cash in the bank: 11.9B vs. FFNAX (2.41B). HBLCX pays higher dividends than FFNAX: HBLCX (2.58) vs FFNAX (2.27). FFNAX was incepted earlier than HBLCX: FFNAX (18 years) vs HBLCX (19 years). HBLCX (1.64) is less costly to investors than FFNAX (0.78). HBLCX is a more actively managed with annual turnover of: 61.00 vs. FFNAX (13.00). FFNAX has a lower initial minimum investment than HBLCX: FFNAX (0) vs HBLCX (2000). HBLCX IRA initial investment is lower compared to FFNAX: HBLCX (2000) vs FFNAX (500). FFNAX annual gain was more profitable for investors over the last year : 9.58 vs. HBLCX (2.65). FFNAX return over 5 years is better than : 23.29 vs. HBLCX (12.09).
| FFNAX | HBLCX | FFNAX / HBLCX | |
| Total Expense Ratio | 0.78 | 1.64 | 48% |
| Annual Report Gross Expense Ratio | 0.78 | 1.64 | 48% |
| Fund Existence | 18 years | 19 years | - |
| Gain YTD | 10.948 | 8.456 | 129% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | 500 | 2000 | 25% |
| Net Assets | 2.41B | 11.9B | 20% |
| Annual Yield % from dividends | 2.27 | 2.58 | 88% |
| Returns for 1 year | 9.58 | 2.65 | 361% |
| Returns for 3 years | 32.40 | 22.09 | 147% |
| Returns for 5 years | 23.29 | 12.09 | 193% |
| Returns for 10 years | 54.35 | 36.69 | 148% |
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