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FTAAX vs HBLCX
FTAAX vs HBLCX Comparison
Open Charts FTAAX vs HBLCX
Fidelity Advisor Asset Manager 30% A
Price$12.05
Change-$0.04 (-0.33%)
VolumeN/A
Net Assets2B
Hartford Balanced Income C
Price$14.31
Change-$0.02 (-0.14%)
VolumeN/A
Net Assets12.12B
FTAAX vs HBLCX Comparison Chart
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FTAAX vs. HBLCX commentary
Feb 23, 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 StrongBuy and HBLCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLCX has more cash in the bank: 12.1B vs. FTAAX (2B). HBLCX pays higher dividends than FTAAX: HBLCX (2.65) vs FTAAX (2.49). FTAAX was incepted earlier than HBLCX: FTAAX (17 years) vs HBLCX (19 years). HBLCX is a more actively managed with annual turnover of: 57.00 vs. FTAAX (22.00). 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 : 7.24 vs. HBLCX (5.66). FTAAX return over 5 years is better than : 14.36 vs. HBLCX (5.01).
| FTAAX | HBLCX | FTAAX / HBLCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 17 years | 19 years | - |
| Gain YTD | 1.909 | 2.802 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | 500 | 2000 | 25% |
| Net Assets | 2B | 12.1B | 17% |
| Annual Yield % from dividends | 2.49 | 2.65 | 94% |
| Returns for 1 year | 7.24 | 5.66 | 128% |
| Returns for 3 years | 5.77 | 2.13 | 271% |
| Returns for 5 years | 14.36 | 5.01 | 287% |
| Returns for 10 years | 31.19 | 25.01 | 125% |
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