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FFNIX vs HBLRX
FFNIX vs HBLRX Comparison
Open Charts FFNIX vs HBLRX
Fidelity Advisor Asset Manager 40% I
Price$13.23
Change+$0.03 (+0.23%)
VolumeN/A
CapitalizationN/A
Hartford Balanced Income R3
Price$15.25
Change+$0.04 (+0.26%)
VolumeN/A
CapitalizationN/A
FFNIX vs HBLRX Comparison Chart
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FFNIX vs. HBLRX commentary
Nov 24, 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 Buy and HBLRX is a Buy.
FUNDAMENTALS
Fundamentals
HBLRX has more cash in the bank: 12.5B vs. FFNIX (2.25B). HBLRX pays higher dividends than FFNIX: HBLRX (2.97) vs FFNIX (2.38). FFNIX was incepted earlier than HBLRX: FFNIX (17 years) vs HBLRX (15 years). HBLRX is a more actively managed with annual turnover of: 57.00 vs. FFNIX (21.00). FFNIX (0) and HBLRX (0) have matching initial minimum investment requirements. HBLRX annual gain was more profitable for investors over the last year : 14.83 vs. FFNIX (13.74). FFNIX return over 5 years is better than : 21.70 vs. HBLRX (14.28).
| FFNIX | HBLRX | FFNIX / HBLRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 17 years | 15 years | - |
| Gain YTD | 8.619 | 8.432 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | 500 | N/A | - |
| Net Assets | 2.25B | 12.5B | 18% |
| Annual Yield % from dividends | 2.38 | 2.97 | 80% |
| Returns for 1 year | 13.74 | 14.83 | 93% |
| Returns for 3 years | 1.10 | -0.98 | -113% |
| Returns for 5 years | 21.70 | 14.28 | 152% |
| Returns for 10 years | 38.66 | 33.31 | 116% |
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