Ad is loading...
Ad is loading...
FFNIX vs HBLCX
FFNIX vs HBLCX Comparison
Open Charts FFNIX vs HBLCX
Fidelity Advisor Asset Manager 40% I
Price$13.23
Change+$0.03 (+0.23%)
VolumeN/A
CapitalizationN/A
Hartford Balanced Income C
Price$14.89
Change+$0.04 (+0.27%)
VolumeN/A
CapitalizationN/A
FFNIX vs HBLCX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FFNIX vs. HBLCX commentary
Nov 24, 2024
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 FFNIX is a Buy and HBLCX is a Buy.
FUNDAMENTALS
Fundamentals
HBLCX has more cash in the bank: 12.5B vs. FFNIX (2.25B). HBLCX pays higher dividends than FFNIX: HBLCX (2.65) vs FFNIX (2.38). FFNIX was incepted earlier than HBLCX: FFNIX (17 years) vs HBLCX (18 years). HBLCX is a more actively managed with annual turnover of: 57.00 vs. FFNIX (21.00). FFNIX has a lower initial minimum investment than HBLCX: FFNIX (0) vs HBLCX (2000). HBLCX IRA initial investment is lower compared to FFNIX: HBLCX (2000) vs FFNIX (500). HBLCX (14.34) and FFNIX (13.74) have marching annual gain over last year. FFNIX return over 5 years is better than : 21.70 vs. HBLCX (12.13).
| FFNIX | HBLCX | FFNIX / HBLCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 17 years | 18 years | - |
| Gain YTD | 8.619 | 8.095 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | 500 | 2000 | 25% |
| Net Assets | 2.25B | 12.5B | 18% |
| Annual Yield % from dividends | 2.38 | 2.65 | 90% |
| Returns for 1 year | 13.74 | 14.34 | 96% |
| Returns for 3 years | 1.10 | -2.27 | -48% |
| Returns for 5 years | 21.70 | 12.13 | 179% |
| Returns for 10 years | 38.66 | 28.35 | 136% |
View a ticker or compare two or three
VS
VS
Ad is loading...