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FFNIX vs HBLCX
FFNIX vs HBLCX Comparison
Open Charts FFNIX vs HBLCX
Fidelity Advisor Asset Manager 40% I
Price$13.85
Change-$0.01 (-0.07%)
VolumeN/A
Net Assets2.31B
Hartford Balanced Income C
Price$14.64
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets11.91B
FFNIX vs HBLCX Comparison Chart in %
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FFNIX vs. HBLCX commentary
Aug 17, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
HBLCX has more cash in the bank: 11.9B vs. FFNIX (2.31B). HBLCX (2.64) and FFNIX (2.57) 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 : 8.90 vs. HBLCX (3.34). FFNIX return over 5 years is better than : 23.57 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 | 8.260 | 6.604 | 125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | 500 | 2000 | 25% |
| Net Assets | 2.31B | 11.9B | 19% |
| Annual Yield % from dividends | 2.57 | 2.64 | 97% |
| Returns for 1 year | 8.90 | 3.34 | 266% |
| Returns for 3 years | 18.48 | 8.52 | 217% |
| Returns for 5 years | 23.57 | 10.72 | 220% |
| Returns for 10 years | 51.66 | 32.45 | 159% |
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