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FTAAX vs HBLCX
FTAAX vs HBLCX Comparison
Open Charts FTAAX vs HBLCX
Fidelity Advisor Asset Manager 30% A
Price$12.14
Change-$0.07 (-0.57%)
VolumeN/A
Net Assets1.97B
Hartford Balanced Income C
Price$14.31
Change-$0.08 (-0.56%)
VolumeN/A
Net Assets11.86B
FTAAX vs HBLCX Comparison Chart
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FTAAX vs. HBLCX commentary
Jun 14, 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 FTAAX is a Buy and HBLCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLCX has more cash in the bank: 11.9B vs. FTAAX (1.97B). FTAAX (2.69) and HBLCX (2.65) have matching dividends . FTAAX was incepted earlier than HBLCX: FTAAX (18 years) vs HBLCX (19 years). HBLCX (1.64) is less costly to investors than FTAAX (0.79). HBLCX is a more actively managed with annual turnover of: 61.00 vs. FTAAX (19.00). FTAAX has a lower initial minimum investment than HBLCX: FTAAX (0) vs HBLCX (2000). HBLCX IRA initial investment is lower compared to FTAAX: HBLCX (2000) vs FTAAX (500). FTAAX annual gain was more profitable for investors over the last year : 6.74 vs. HBLCX (4.12). FTAAX return over 5 years is better than : 18.72 vs. HBLCX (12.52).
| FTAAX | HBLCX | FTAAX / HBLCX | |
| Total Expense Ratio | 0.79 | 1.64 | 48% |
| Annual Report Gross Expense Ratio | 0.79 | 1.64 | 48% |
| Fund Existence | 18 years | 19 years | - |
| Gain YTD | 3.981 | 4.094 | 97% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | 500 | 2000 | 25% |
| Net Assets | 1.97B | 11.9B | 17% |
| Annual Yield % from dividends | 2.69 | 2.65 | 102% |
| Returns for 1 year | 6.74 | 4.12 | 164% |
| Returns for 3 years | 18.86 | 13.67 | 138% |
| Returns for 5 years | 18.72 | 12.52 | 150% |
| Returns for 10 years | 34.31 | 28.39 | 121% |