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FFNTX vs HBLCX
FFNTX vs HBLCX Comparison
Open Charts FFNTX vs HBLCX
Fidelity Advisor Asset Manager 40% M
Price$13.10
Change+$0.02 (+0.15%)
VolumeN/A
Net Assets2.29B
Hartford Balanced Income C
Price$14.30
Change+$0.06 (+0.42%)
VolumeN/A
Net Assets12.06B
FFNTX vs HBLCX Comparison Chart
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FFNTX vs. HBLCX commentary
Mar 10, 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 FFNTX is a StrongBuy and HBLCX is a Buy.
FUNDAMENTALS
Fundamentals
HBLCX has more cash in the bank: 12.1B vs. FFNTX (2.29B). HBLCX pays higher dividends than FFNTX: HBLCX (2.63) vs FFNTX (2.16). FFNTX was incepted earlier than HBLCX: FFNTX (17 years) vs HBLCX (19 years). HBLCX (1.64) is less costly to investors than FFNTX (1.03). HBLCX is a more actively managed with annual turnover of: 61.00 vs. FFNTX (21.00). FFNTX has a lower initial minimum investment than HBLCX: FFNTX (0) vs HBLCX (2000). HBLCX IRA initial investment is lower compared to FFNTX: HBLCX (2000) vs FFNTX (500). FFNTX annual gain was more profitable for investors over the last year : 5.36 vs. HBLCX (4.24). FFNTX return over 5 years is better than : 20.18 vs. HBLCX (8.85).
| FFNTX | HBLCX | FFNTX / HBLCX | |
| Total Expense Ratio | 1.03 | 1.64 | 63% |
| Annual Report Gross Expense Ratio | 1.03 | 1.64 | 63% |
| Fund Existence | 17 years | 19 years | - |
| Gain YTD | 1.315 | 2.730 | 48% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | 500 | 2000 | 25% |
| Net Assets | 2.29B | 12.1B | 19% |
| Annual Yield % from dividends | 2.16 | 2.63 | 82% |
| Returns for 1 year | 5.36 | 4.24 | 126% |
| Returns for 3 years | 7.75 | 4.20 | 185% |
| Returns for 5 years | 20.18 | 8.85 | 228% |
| Returns for 10 years | 35.42 | 27.66 | 128% |
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