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FFNIX vs HBLRX
FFNIX vs HBLRX Comparison
Open Charts FFNIX vs HBLRX
Fidelity Advisor Asset Manager 40% I
Price$13.22
Change+$0.06 (+0.46%)
VolumeN/A
Net Assets2.26B
Hartford Balanced Income R3
Price$14.62
Change+$0.06 (+0.41%)
VolumeN/A
Net Assets12.14B
FFNIX vs HBLRX Comparison Chart
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FFNIX vs. HBLRX commentary
Jan 31, 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 Buy.
FUNDAMENTALS
Fundamentals
HBLRX has more cash in the bank: 12.1B vs. FFNIX (2.26B). 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. FFNIX annual gain was more profitable for investors over the last year : 8.92 vs. HBLRX (5.58). FFNIX return over 5 years is better than : 21.06 vs. HBLRX (7.99).
| 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 | 1.700 | 2.104 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | 500 | N/A | - |
| Net Assets | 2.26B | 12.1B | 19% |
| Annual Yield % from dividends | 2.38 | 2.97 | 80% |
| Returns for 1 year | 8.92 | 5.58 | 160% |
| Returns for 3 years | 4.88 | 0.29 | 1,690% |
| Returns for 5 years | 21.06 | 7.99 | 264% |
| Returns for 10 years | 43.29 | 30.76 | 141% |
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