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FFNIX vs HBLCX
FFNIX vs HBLCX Comparison
Open Charts FFNIX vs HBLCX
Fidelity Advisor Asset Manager 40% I
Price$13.12
Change-$0.06 (-0.46%)
VolumeN/A
CapitalizationN/A
Hartford Balanced Income C
Price$13.93
Change-$0.15 (-1.07%)
VolumeN/A
CapitalizationN/A
FFNIX vs HBLCX Comparison Chart
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FFNIX vs. HBLCX commentary
Dec 28, 2024
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: 12.1B vs. FFNIX (2.3B). HBLCX pays higher dividends than FFNIX: HBLCX (2.65) vs FFNIX (2.38). FFNIX was incepted earlier than HBLCX: FFNIX (17 years) vs HBLCX (18 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 : 7.54 vs. HBLCX (1.76). FFNIX return over 5 years is better than : 17.94 vs. HBLCX (4.16).
| FFNIX | HBLCX | FFNIX / HBLCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 17 years | 18 years | - |
| Gain YTD | 7.716 | 1.900 | 406% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | 500 | 2000 | 25% |
| Net Assets | 2.3B | 12.1B | 19% |
| Annual Yield % from dividends | 2.38 | 2.65 | 90% |
| Returns for 1 year | 7.54 | 1.76 | 430% |
| Returns for 3 years | -0.38 | -4.49 | 8% |
| Returns for 5 years | 17.94 | 4.16 | 431% |
| Returns for 10 years | 42.12 | 22.87 | 184% |
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