Interact to see
Advertisement
Advertisement
FMWIX vs HBLAX
FMWIX vs HBLAX Comparison
Open Charts FMWIX vs HBLAX
30% Allocation
Price$10.27
Change+$0.03 (+0.29%)
VolumeN/A
Net Assets361.89K
Hartford Balanced Income A
Price$14.65
Change+$0.05 (+0.34%)
VolumeN/A
Net Assets11.77B
FMWIX vs HBLAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
HBLAX has more cash in the bank: 11.8B vs. FMWIX (362K). HBLAX pays higher dividends than FMWIX: HBLAX (3.35) vs FMWIX (2.73). FMWIX was incepted earlier than HBLAX: FMWIX (3 years) vs HBLAX (19 years). HBLAX (0.89) is less costly to investors than FMWIX (0.12). HBLAX is a more actively managed with annual turnover of: 61.00 vs. FMWIX (11.00). FMWIX has a lower initial minimum investment than HBLAX: FMWIX (0) vs HBLAX (2000). FMWIX annual gain was more profitable for investors over the last year : 6.16 vs. HBLAX (2.35).
| FMWIX | HBLAX | FMWIX / HBLAX | |
| Total Expense Ratio | 0.02 | 0.89 | 2% |
| Annual Report Gross Expense Ratio | 0.12 | 0.89 | 13% |
| Fund Existence | 3 years | 19 years | - |
| Gain YTD | 5.052 | 4.752 | 106% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | 2000 | - |
| Net Assets | 362K | 11.8B | 0% |
| Annual Yield % from dividends | 2.73 | 3.35 | 81% |
| Returns for 1 year | 6.16 | 2.35 | 262% |
| Returns for 3 years | 22.03 | 14.97 | 147% |
| Returns for 5 years | N/A | 13.88 | - |
| Returns for 10 years | N/A | 38.26 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| QQQI | 52.56 | 0.07 | +0.13% |
| NEOS Nasdaq-100(R) High Income ETF | |||
| IWMW | 39.28 | 0.03 | +0.08% |
| iShares Russell 2000 BuyWrite ETF | |||
| MSFU | 51.17 | -0.04 | -0.08% |
| Direxion Daily MSFT Bull 2X Shares | |||
| AVS | 12.75 | -0.03 | -0.21% |
| Direxion Daily AVGO Bear 1X Shares | |||
| MUST | 19.91 | -0.19 | -0.95% |
| Columbia Multi-Sector Municipal Inc ETF | |||