Interact to see
Advertisement
Advertisement
FTAAX vs HBLCX
FTAAX vs HBLCX Comparison
Open Charts FTAAX vs HBLCX
Fidelity Advisor Asset Manager 30% A
Price$12.49
Change-$0.01 (-0.08%)
VolumeN/A
Net Assets1.99B
Hartford Balanced Income C
Price$14.64
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets11.91B
FTAAX vs HBLCX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FTAAX vs. HBLCX commentary
Aug 17, 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 (1.99B). FTAAX (2.64) and HBLCX (2.64) 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 : 7.32 vs. HBLCX (3.34). FTAAX return over 5 years is better than : 17.36 vs. HBLCX (10.72).
| 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 | 6.918 | 6.604 | 105% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | 500 | 2000 | 25% |
| Net Assets | 1.99B | 11.9B | 17% |
| Annual Yield % from dividends | 2.64 | 2.64 | 100% |
| Returns for 1 year | 7.32 | 3.34 | 219% |
| Returns for 3 years | 15.10 | 8.52 | 177% |
| Returns for 5 years | 17.36 | 10.72 | 162% |
| Returns for 10 years | 39.19 | 32.45 | 121% |
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 | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| CGACX | 11.88 | 0.09 | +0.76% |
| Calvert Global Energy Solutions C | |||
| OAZEX | 23.19 | 0.09 | +0.39% |
| Oakmark International Small Cap R6 | |||
| FCSRX | 8.47 | N/A | N/A |
| Fidelity Advisor Strategic Real Ret C | |||
| JCONX | 29.63 | -0.03 | -0.10% |
| Janus Henderson Contrarian I | |||
| ISMVX | 10.73 | -0.07 | -0.65% |
| William Blair Small-Mid Cap Value I | |||