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FFNIX vs HBLCX
FFNIX vs HBLCX Comparison
Open Charts FFNIX vs HBLCX
Fidelity Advisor Asset Manager 40% I
Price$13.22
Change+$0.06 (+0.46%)
VolumeN/A
Net Assets2.26B
Hartford Balanced Income C
Price$14.26
Change+$0.05 (+0.35%)
VolumeN/A
Net Assets12.14B
FFNIX vs HBLCX Comparison Chart
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FFNIX vs. HBLCX commentary
Jan 31, 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 Hold and HBLCX is a Buy.
FUNDAMENTALS
Fundamentals
HBLCX has more cash in the bank: 12.1B vs. FFNIX (2.26B). HBLCX pays higher dividends than FFNIX: HBLCX (2.65) vs FFNIX (2.38). FFNIX was incepted earlier than HBLCX: FFNIX (17 years) vs HBLCX (19 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). FFNIX annual gain was more profitable for investors over the last year : 8.92 vs. HBLCX (5.15). FFNIX return over 5 years is better than : 21.06 vs. HBLCX (5.90).
| FFNIX | HBLCX | FFNIX / HBLCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 17 years | 19 years | - |
| Gain YTD | 1.700 | 2.083 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | 500 | 2000 | 25% |
| Net Assets | 2.26B | 12.1B | 19% |
| Annual Yield % from dividends | 2.38 | 2.65 | 90% |
| Returns for 1 year | 8.92 | 5.15 | 173% |
| Returns for 3 years | 4.88 | -0.94 | -517% |
| Returns for 5 years | 21.06 | 5.90 | 357% |
| Returns for 10 years | 43.29 | 25.81 | 168% |
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