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FFNAX vs HBLIX
FFNAX vs HBLIX Comparison
Open Charts FFNAX vs HBLIX
Fidelity Advisor Asset Manager 40% A
Price$12.88
Change-$0.19 (-1.45%)
VolumeN/A
Net Assets2.22B
Hartford Balanced Income I
Price$14.29
Change-$0.23 (-1.58%)
VolumeN/A
Net Assets11.99B
FFNAX vs HBLIX Comparison Chart
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FFNAX vs. HBLIX 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 HBLIX is a Hold.
FUNDAMENTALS
Fundamentals
HBLIX has more cash in the bank: 12B vs. FFNAX (2.22B). HBLIX pays higher dividends than FFNAX: HBLIX (3.60) vs FFNAX (2.42). FFNAX was incepted earlier than HBLIX: FFNAX (18 years) vs HBLIX (15 years). FFNAX (0.78) is less costly to investors than HBLIX (0.65). HBLIX is a more actively managed with annual turnover of: 61.00 vs. FFNAX (21.00). FFNAX has a lower initial minimum investment than HBLIX: FFNAX (0) vs HBLIX (2000). FFNAX annual gain was more profitable for investors over the last year : 5.27 vs. HBLIX (4.92). FFNAX return over 5 years is better than : 34.61 vs. HBLIX (30.27).
| FFNAX | HBLIX | FFNAX / HBLIX | |
| Total Expense Ratio | 0.78 | 0.65 | 120% |
| Annual Report Gross Expense Ratio | 0.78 | 0.65 | 120% |
| Fund Existence | 18 years | 15 years | - |
| Gain YTD | 0.927 | 3.361 | 28% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | 500 | N/A | - |
| Net Assets | 2.22B | 12B | 19% |
| Annual Yield % from dividends | 2.42 | 3.60 | 67% |
| Returns for 1 year | 5.27 | 4.92 | 107% |
| Returns for 3 years | 4.75 | 5.17 | 92% |
| Returns for 5 years | 34.61 | 30.27 | 114% |
| Returns for 10 years | 35.75 | 37.48 | 95% |
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