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FTAAX vs HBLCX
FTAAX vs HBLCX Comparison
Open Charts FTAAX vs HBLCX
Fidelity Advisor Asset Manager 30% A
Price$12.38
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets2B
Hartford Balanced Income C
Price$14.51
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets11.95B
FTAAX vs HBLCX Comparison Chart in %
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FTAAX vs. HBLCX commentary
Jul 06, 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.
FUNDAMENTALS
Fundamentals
HBLCX has more cash in the bank: 12B 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 : 7.68 vs. HBLCX (5.76). FTAAX return over 5 years is better than : 18.70 vs. HBLCX (13.60).
| 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 | 5.429 | 5.658 | 96% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | 500 | 2000 | 25% |
| Net Assets | 2B | 12B | 17% |
| Annual Yield % from dividends | 2.67 | 2.63 | 101% |
| Returns for 1 year | 7.68 | 5.76 | 133% |
| Returns for 3 years | 18.21 | 13.44 | 135% |
| Returns for 5 years | 18.70 | 13.60 | 137% |
| Returns for 10 years | 36.97 | 31.78 | 116% |
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