FTAAX
Price
$12.41
Change
+$0.01 (+0.08%)
Updated
Jul 25 closing price
Net Assets
2B
HBLCX
Price
$14.56
Change
+$0.03 (+0.21%)
Updated
Jul 25 closing price
Net Assets
11.92B
Interact to see
Advertisement

FTAAX vs HBLCX

Header iconFTAAX vs HBLCX Comparison
Open Charts FTAAX vs HBLCXBanner chart's image
Fidelity Advisor Asset Manager 30% A
Price$12.41
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets2B
Hartford Balanced Income C
Price$14.56
Change+$0.03 (+0.21%)
VolumeN/A
Net Assets11.92B
FTAAX vs HBLCX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
FTAAX vs. HBLCX commentary
Jul 27, 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 Buy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
HBLCX has more cash in the bank: 11.9B vs. FTAAX (2B). FTAAX (2.67) and HBLCX (2.63) 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 : 8.44 vs. HBLCX (4.21). FTAAX return over 5 years is better than : 17.62 vs. HBLCX (10.80).
FTAAXHBLCXFTAAX / HBLCX
Total Expense Ratio0.791.6448%
Annual Report Gross Expense Ratio0.791.6448%
Fund Existence18 years19 years-
Gain YTD6.0446.022100%
Front Load6%N/A-
Min. Initial Investment02000-
Min. Initial Investment IRA500200025%
Net Assets2B11.9B17%
Annual Yield % from dividends2.672.63101%
Returns for 1 year8.444.21201%
Returns for 3 years17.6511.90148%
Returns for 5 years17.6210.80163%
Returns for 10 years37.7732.33117%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
BUISX14.870.12
+0.81%
Buffalo Small Cap Growth Institutional
IBLLX34.950.09
+0.26%
Transamerica Multi-Managed Balanced C
AFCLX18.600.04
+0.22%
American Century Focused Intl Gr A
RGLIX11.710.01
+0.09%
RBC Global Equity Leaders I
JIGHX33.25N/A
N/A
JHancock International Growth NAV