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FFNIX vs HBLCX
FFNIX vs HBLCX Comparison
Open Charts FFNIX vs HBLCX
Fidelity Advisor Asset Manager 40% I
Price$14.08
Change-$0.06 (-0.42%)
VolumeN/A
Net Assets2.47B
Hartford Balanced Income C
Price$14.67
Change-$0.03 (-0.20%)
VolumeN/A
Net Assets11.59B
FFNIX vs HBLCX Comparison Chart in %
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FFNIX vs. HBLCX commentary
Nov 20, 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 Hold.
FUNDAMENTALS
Fundamentals
HBLCX has more cash in the bank: 11.6B vs. FFNIX (2.48B). HBLCX (2.59) and FFNIX (2.50) 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 : 9.79 vs. HBLCX (2.23). FFNIX return over 5 years is better than : 21.45 vs. HBLCX (8.25).
| 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 | 10.750 | 7.723 | 139% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | 500 | 2000 | 25% |
| Net Assets | 2.48B | 11.6B | 21% |
| Annual Yield % from dividends | 2.50 | 2.59 | 97% |
| Returns for 1 year | 9.79 | 2.23 | 438% |
| Returns for 3 years | 27.92 | 13.75 | 203% |
| Returns for 5 years | 21.45 | 8.25 | 260% |
| Returns for 10 years | 56.39 | 33.50 | 168% |
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