Ad is loading...
FFNCX vs HBLTX
FFNCX vs HBLTX Comparison
Open Charts FFNCX vs HBLTX
Fidelity Advisor Asset Manager 40% C
Price$12.99
Change+$0.02 (+0.15%)
VolumeN/A
Net Assets2.2B
Hartford Balanced Income R5
Price$14.38
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets11.64B
FFNCX vs HBLTX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FFNCX vs. HBLTX commentary
May 11, 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 FFNCX is a StrongBuy and HBLTX is a Buy.
FUNDAMENTALS
Fundamentals
HBLTX has more cash in the bank: 11.6B vs. FFNCX (2.2B). HBLTX pays higher dividends than FFNCX: HBLTX (3.60) vs FFNCX (1.69). FFNCX was incepted earlier than HBLTX: FFNCX (18 years) vs HBLTX (15 years). FFNCX (1.53) is less costly to investors than HBLTX (0.66). HBLTX is a more actively managed with annual turnover of: 61.00 vs. FFNCX (13.00). FFNCX (0) and HBLTX (0) have matching initial minimum investment requirements. FFNCX annual gain was more profitable for investors over the last year : 4.68 vs. HBLTX (2.50). FFNCX (19.77) and HBLTX (19.31) have equivalent 5 years return.
| FFNCX | HBLTX | FFNCX / HBLTX | |
| Total Expense Ratio | 1.53 | 0.66 | 232% |
| Annual Report Gross Expense Ratio | 1.53 | 0.66 | 232% |
| Fund Existence | 18 years | 15 years | - |
| Gain YTD | 0.989 | 1.636 | 60% |
| Front Load | N/A | 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 | 1.69 | 3.60 | 47% |
| Returns for 1 year | 4.68 | 2.50 | 187% |
| Returns for 3 years | 11.60 | 9.64 | 120% |
| Returns for 5 years | 19.77 | 19.31 | 102% |
| Returns for 10 years | 27.35 | 35.25 | 78% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers