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FFNIX vs HBLCX
FFNIX vs HBLCX Comparison
Open Charts FFNIX vs HBLCX
Fidelity Advisor Asset Manager 40% I
Price$13.17
Change-$0.11 (-0.83%)
VolumeN/A
Net Assets2.2B
Hartford Balanced Income C
Price$14.04
Change-$0.15 (-1.06%)
VolumeN/A
Net Assets11.77B
FFNIX vs HBLCX Comparison Chart
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FFNIX vs. HBLCX commentary
May 23, 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 StrongBuy and HBLCX is a Buy.
FUNDAMENTALS
Fundamentals
HBLCX has more cash in the bank: 11.8B vs. FFNIX (2.2B). FFNIX (2.71) and HBLCX (2.67) 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 (13.00). 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 : 6.52 vs. HBLCX (1.96). FFNIX return over 5 years is better than : 26.90 vs. HBLCX (13.85).
| 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 | 3.116 | 2.647 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | 500 | 2000 | 25% |
| Net Assets | 2.2B | 11.8B | 19% |
| Annual Yield % from dividends | 2.71 | 2.67 | 101% |
| Returns for 1 year | 6.52 | 1.96 | 333% |
| Returns for 3 years | 16.82 | 7.92 | 212% |
| Returns for 5 years | 26.90 | 13.85 | 194% |
| Returns for 10 years | 41.39 | 24.92 | 166% |
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