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FFNIX vs HBLCX
FFNIX vs HBLCX Comparison
Open Charts FFNIX vs HBLCX
Fidelity Advisor Asset Manager 40% I
Price$13.73
Change+$0.02 (+0.15%)
VolumeN/A
Net Assets2.3B
Hartford Balanced Income C
Price$14.56
Change+$0.03 (+0.21%)
VolumeN/A
Net Assets11.92B
FFNIX vs HBLCX Comparison Chart in %
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FFNIX vs. HBLCX commentary
Jul 27, 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: 11.9B vs. FFNIX (2.3B). HBLCX (2.63) and FFNIX (2.58) 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 : 10.15 vs. HBLCX (4.21). FFNIX return over 5 years is better than : 24.39 vs. HBLCX (10.80).
| 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 | 7.322 | 6.022 | 122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | 500 | 2000 | 25% |
| Net Assets | 2.3B | 11.9B | 19% |
| Annual Yield % from dividends | 2.58 | 2.63 | 98% |
| Returns for 1 year | 10.15 | 4.21 | 241% |
| Returns for 3 years | 22.07 | 11.90 | 185% |
| Returns for 5 years | 24.39 | 10.80 | 226% |
| Returns for 10 years | 49.93 | 32.33 | 154% |
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