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FFNIX vs HBLRX
FFNIX vs HBLRX Comparison
Open Charts FFNIX vs HBLRX
Fidelity Advisor Asset Manager 40% I
Price$14.10
Change+$0.03 (+0.21%)
VolumeN/A
Net Assets2.36B
Hartford Balanced Income R3
Price$15.04
Change-$0.05 (-0.33%)
VolumeN/A
Net Assets11.76B
FFNIX vs HBLRX Comparison Chart in %
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FFNIX vs. HBLRX commentary
Sep 28, 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 HBLRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLRX has more cash in the bank: 11.8B vs. FFNIX (2.36B). HBLRX pays higher dividends than FFNIX: HBLRX (2.88) vs FFNIX (2.53). FFNIX was incepted earlier than HBLRX: FFNIX (18 years) vs HBLRX (15 years). HBLRX (1.28) is less costly to investors than FFNIX (0.53). HBLRX is a more actively managed with annual turnover of: 61.00 vs. FFNIX (13.00). FFNIX (0) and HBLRX (0) have matching initial minimum investment requirements. FFNIX annual gain was more profitable for investors over the last year : 7.97 vs. HBLRX (1.57). FFNIX return over 5 years is better than : 26.71 vs. HBLRX (16.28).
| FFNIX | HBLRX | FFNIX / HBLRX | |
| Total Expense Ratio | 0.53 | 1.28 | 41% |
| Annual Report Gross Expense Ratio | 0.53 | 1.28 | 41% |
| Fund Existence | 18 years | 15 years | - |
| Gain YTD | 10.214 | 7.852 | 130% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | 500 | N/A | - |
| Net Assets | 2.36B | 11.8B | 20% |
| Annual Yield % from dividends | 2.53 | 2.88 | 88% |
| Returns for 1 year | 7.97 | 1.57 | 507% |
| Returns for 3 years | 33.46 | 23.82 | 140% |
| Returns for 5 years | 26.71 | 16.28 | 164% |
| Returns for 10 years | 62.20 | 45.68 | 136% |
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