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FFNIX vs HBLRX
FFNIX vs HBLRX Comparison
Open Charts FFNIX vs HBLRX
Fidelity Advisor Asset Manager 40% I
Price$12.60
Change+$0.10 (+0.80%)
VolumeN/A
Net Assets2.22B
Hartford Balanced Income R3
Price$14.01
Change+$0.09 (+0.65%)
VolumeN/A
Net Assets11.39B
FFNIX vs HBLRX Comparison Chart
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FFNIX vs. HBLRX commentary
Apr 12, 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 Buy and HBLRX is a Hold.
FUNDAMENTALS
Fundamentals
HBLRX has more cash in the bank: 11.4B vs. FFNIX (2.22B). HBLRX pays higher dividends than FFNIX: HBLRX (2.96) vs FFNIX (2.67). 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 (21.00). FFNIX (0) and HBLRX (0) have matching initial minimum investment requirements. FFNIX annual gain was more profitable for investors over the last year : 2.01 vs. HBLRX (0.62). FFNIX return over 5 years is better than : 24.25 vs. HBLRX (13.04).
| 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 | -2.941 | -1.629 | 181% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | 500 | N/A | - |
| Net Assets | 2.22B | 11.4B | 19% |
| Annual Yield % from dividends | 2.67 | 2.96 | 90% |
| Returns for 1 year | 2.01 | 0.62 | 324% |
| Returns for 3 years | 4.20 | 0.12 | 3,557% |
| Returns for 5 years | 24.25 | 13.04 | 186% |
| Returns for 10 years | 33.08 | 23.84 | 139% |
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