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FFNAX vs HBLCX
FFNAX vs HBLCX Comparison
Open Charts FFNAX vs HBLCX
Fidelity Advisor Asset Manager 40% A
Price$13.10
Change-$0.20 (-1.50%)
VolumeN/A
CapitalizationN/A
Hartford Balanced Income C
Price$13.97
Change-$0.21 (-1.48%)
VolumeN/A
CapitalizationN/A
FFNAX vs HBLCX Comparison Chart
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FFNAX vs. HBLCX commentary
Dec 19, 2024
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: 11.8B vs. FFNAX (2.3B). HBLCX pays higher dividends than FFNAX: HBLCX (2.65) vs FFNAX (2.13). FFNAX was incepted earlier than HBLCX: FFNAX (17 years) vs HBLCX (18 years). HBLCX is a more actively managed with annual turnover of: 57.00 vs. FFNAX (21.00). 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 : 10.09 vs. HBLCX (8.03). FFNAX return over 5 years is better than : 18.72 vs. HBLCX (10.02).
| FFNAX | HBLCX | FFNAX / HBLCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 17 years | 18 years | - |
| Gain YTD | 8.903 | 6.933 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | 500 | 2000 | 25% |
| Net Assets | 2.3B | 11.8B | 19% |
| Annual Yield % from dividends | 2.13 | 2.65 | 80% |
| Returns for 1 year | 10.09 | 8.03 | 126% |
| Returns for 3 years | 1.58 | 1.39 | 114% |
| Returns for 5 years | 18.72 | 10.02 | 187% |
| Returns for 10 years | 40.59 | 29.33 | 138% |
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