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FTAAX vs HBLCX
FTAAX vs HBLCX Comparison
Open Charts FTAAX vs HBLCX
Fidelity Advisor Asset Manager 30% A
Price$12.71
Change+$0.03 (+0.24%)
VolumeN/A
Net Assets2B
Hartford Balanced Income C
Price$14.71
Change+$0.04 (+0.27%)
VolumeN/A
Net Assets11.76B
FTAAX vs HBLCX Comparison Chart in %
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FTAAX vs. HBLCX commentary
Sep 30, 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: 11.8B vs. FTAAX (2B). FTAAX (2.62) and HBLCX (2.58) 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 : 6.55 vs. HBLCX (0.73). FTAAX return over 5 years is better than : 19.38 vs. HBLCX (13.26).
| 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 | 8.735 | 7.503 | 116% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | 500 | 2000 | 25% |
| Net Assets | 2B | 11.8B | 17% |
| Annual Yield % from dividends | 2.62 | 2.58 | 102% |
| Returns for 1 year | 6.55 | 0.73 | 899% |
| Returns for 3 years | 27.57 | 22.41 | 123% |
| Returns for 5 years | 19.38 | 13.26 | 146% |
| Returns for 10 years | 45.00 | 38.14 | 118% |
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