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FFNAX vs HBLIX
FFNAX vs HBLIX Comparison
Open Charts FFNAX vs HBLIX
Fidelity Advisor Asset Manager 40% A
Price$14.12
Change-$0.03 (-0.21%)
VolumeN/A
Net Assets2.36B
Hartford Balanced Income I
Price$15.12
Change-$0.01 (-0.07%)
VolumeN/A
Net Assets11.96B
FFNAX vs HBLIX Comparison Chart in %
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FFNAX vs. HBLIX commentary
Sep 19, 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 HBLIX is a Hold.
FUNDAMENTALS
Fundamentals
HBLIX has more cash in the bank: 12B vs. FFNAX (2.36B). HBLIX pays higher dividends than FFNAX: HBLIX (3.50) vs FFNAX (2.32). FFNAX was incepted earlier than HBLIX: FFNAX (18 years) vs HBLIX (16 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 (13.00). 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 : 9.27 vs. HBLIX (2.90). FFNAX return over 5 years is better than : 24.22 vs. HBLIX (18.01).
| 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 | 16 years | - |
| Gain YTD | 10.176 | 8.678 | 117% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | 500 | N/A | - |
| Net Assets | 2.36B | 12B | 20% |
| Annual Yield % from dividends | 2.32 | 3.50 | 66% |
| Returns for 1 year | 9.27 | 2.90 | 319% |
| Returns for 3 years | 26.68 | 19.75 | 135% |
| Returns for 5 years | 24.22 | 18.01 | 134% |
| Returns for 10 years | 54.71 | 51.17 | 107% |
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