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FFNAX vs HBLRX
FFNAX vs HBLRX Comparison
Open Charts FFNAX vs HBLRX
Fidelity Advisor Asset Manager 40% A
Price$13.06
Change+$0.02 (+0.15%)
VolumeN/A
Net Assets2.2B
Hartford Balanced Income R3
Price$14.35
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets11.64B
FFNAX vs HBLRX Comparison Chart
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FFNAX vs. HBLRX commentary
May 12, 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 HBLRX is a Buy.
FUNDAMENTALS
Fundamentals
HBLRX has more cash in the bank: 11.6B vs. FFNAX (2.2B). HBLRX pays higher dividends than FFNAX: HBLRX (2.99) vs FFNAX (2.47). FFNAX was incepted earlier than HBLRX: FFNAX (18 years) vs HBLRX (15 years). HBLRX (1.28) is less costly to investors than FFNAX (0.78). HBLRX is a more actively managed with annual turnover of: 61.00 vs. FFNAX (13.00). FFNAX (0) and HBLRX (0) have matching initial minimum investment requirements. FFNAX annual gain was more profitable for investors over the last year : 5.48 vs. HBLRX (1.87). FFNAX return over 5 years is better than : 24.42 vs. HBLRX (16.11).
| FFNAX | HBLRX | FFNAX / HBLRX | |
| Total Expense Ratio | 0.78 | 1.28 | 61% |
| Annual Report Gross Expense Ratio | 0.78 | 1.28 | 61% |
| Fund Existence | 18 years | 15 years | - |
| Gain YTD | 1.274 | 1.410 | 90% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | 500 | N/A | - |
| Net Assets | 2.2B | 11.6B | 19% |
| Annual Yield % from dividends | 2.47 | 2.99 | 83% |
| Returns for 1 year | 5.48 | 1.87 | 293% |
| Returns for 3 years | 14.19 | 7.75 | 183% |
| Returns for 5 years | 24.42 | 16.11 | 152% |
| Returns for 10 years | 36.59 | 28.78 | 127% |
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