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FFNIX vs HBLCX
FFNIX vs HBLCX Comparison
Open Charts FFNIX vs HBLCX
Fidelity Advisor Asset Manager 40% I
Price$12.60
Change+$0.10 (+0.80%)
VolumeN/A
Net Assets2.22B
Hartford Balanced Income C
Price$13.67
Change+$0.09 (+0.66%)
VolumeN/A
Net Assets11.39B
FFNIX vs HBLCX Comparison Chart
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FFNIX vs. HBLCX commentary
Apr 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 FFNIX is a Buy and HBLCX is a Hold.
FUNDAMENTALS
Fundamentals
HBLCX has more cash in the bank: 11.4B vs. FFNIX (2.22B). FFNIX (2.67) and HBLCX (2.64) have matching dividends . FFNIX was incepted earlier than HBLCX: FFNIX (18 years) vs HBLCX (19 years). HBLCX (1.64) is less costly to investors than FFNIX (0.53). HBLCX is a more actively managed with annual turnover of: 61.00 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). FFNIX annual gain was more profitable for investors over the last year : 2.01 vs. HBLCX (0.17). FFNIX return over 5 years is better than : 24.25 vs. HBLCX (10.72).
| FFNIX | HBLCX | FFNIX / HBLCX | |
| Total Expense Ratio | 0.53 | 1.64 | 32% |
| Annual Report Gross Expense Ratio | 0.53 | 1.64 | 32% |
| Fund Existence | 18 years | 19 years | - |
| Gain YTD | -2.941 | -1.766 | 167% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | 500 | 2000 | 25% |
| Net Assets | 2.22B | 11.4B | 19% |
| Annual Yield % from dividends | 2.67 | 2.64 | 101% |
| Returns for 1 year | 2.01 | 0.17 | 1,208% |
| Returns for 3 years | 4.20 | -1.17 | -360% |
| Returns for 5 years | 24.25 | 10.72 | 226% |
| Returns for 10 years | 33.08 | 19.11 | 173% |
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