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FFNAX vs HBLCX
FFNAX vs HBLCX Comparison
Open Charts FFNAX vs HBLCX
Fidelity Advisor Asset Manager 40% A
Price$12.88
Change-$0.19 (-1.45%)
VolumeN/A
Net Assets2.22B
Hartford Balanced Income C
Price$14.03
Change-$0.22 (-1.54%)
VolumeN/A
Net Assets11.99B
FFNAX vs HBLCX Comparison Chart
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FFNAX vs. HBLCX 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 HBLCX is a Hold.
FUNDAMENTALS
Fundamentals
HBLCX has more cash in the bank: 12B vs. FFNAX (2.22B). HBLCX pays higher dividends than FFNAX: HBLCX (2.64) vs FFNAX (2.42). 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 (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 : 5.27 vs. HBLCX (3.77). FFNAX return over 5 years is better than : 34.61 vs. HBLCX (24.14).
| 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 | 0.927 | 3.081 | 30% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | 500 | 2000 | 25% |
| Net Assets | 2.22B | 12B | 19% |
| Annual Yield % from dividends | 2.42 | 2.64 | 92% |
| Returns for 1 year | 5.27 | 3.77 | 140% |
| Returns for 3 years | 4.75 | 1.93 | 247% |
| Returns for 5 years | 34.61 | 24.14 | 143% |
| Returns for 10 years | 35.75 | 25.82 | 138% |
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